Dan Bin added SNDK · Sandisk Corp
$137M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 22
YOU SEE IT
Oct 22
22 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$1258 now
OUR VALUE
$1258 today
low $2178mid $2904high $3630
2 models, as of 2026-10-21.
Still worth a look: the price is 42% below our low estimate.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。