I like the IPO idea but certainly not obsessed with it right now. I think staying private until at least $10B usd in valuation is the right approach. Realistically in the space they play in, they could very well grow it to the roblox level before a big IPO. This isn’t a stock that should be on sale everyday on an exchange. I think a lot more upside being private until further notice before a massive liquidity event imo.
# of AB1 Shares on Issue and current EBIT best guess., page-20
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