$BB BlackBerry: the Most Undervalued Tech Platform on Earth
Deep Dive
14 min readSep 30, 2021
Summary:
- $BB´s current business is ok priced and has a very cheap implicit call option on what is likely to be one of the biggest tech platforms 5–10 years down the line.
- $BB has a relatively stable financial situation, increasingly competitive products and is now focusing on sales. All the above makes this an asymmetric investment opportunity.
The toughest thing about investing is knowing when you are tricking yourself into believing…