Episode
2432: Mindflair - AI Portfolio, Debt-Free Balance Sheet — Why Is It Trading At A 72% NAV Discount?
- Podcast
- The Vox Markets Podcast
- Published
- Jun 30, 2026
- Duration seconds
- 467
- Processing state
not_requested- Canonical source
- https://audioboom.com/posts/8922448
Actions
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Summary
Watch on Youtube Mindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.