BlackBerry Ltd T.BB

Hmmmmmmm

[dwolfenson]

Prakash

@pdamodaran

 

$BB's value in two points 1. They are an easy gateway for $TSLA or any other player into all other EV fleets. Their QNX Operating system, which can run any other OS on top of it, already runs on 230 million cars. BMW, Mercedes, Toyota, Honda, you name it. 2. They own the first AI-driven cybersecurity agent and competition is only waking up to that now. Endpoints of several NATO governments are protected by $BB As AI moves to the edge, it's going to be the landowners of key edge assets who win this race. Let's just say, that $BB has the biggest land lease on edge. Why it's not reflected in the valuation? It's a once-failed company, and turnarounds are hard to do and even harder to understand, For anyone who reads a 10-k and listens to earnings calls, and investor information provided by the company, this gap in valuation is evident. Markets are a voting machine in the short term, but a weighing machine in the long term. #Blackberry