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good article, I see where you are going, but 1) you assume 2.3x TBV per share is the right multiple -- is it?Mean reversion doesnt always work, if that is what you are implying.... and 2) at a post raise TBVPS of 6.60, its really trading @ ~ .6x TBV ($4/$6.6), so it doesnt look too cheap after you take into consideration your scenario.
Sep 03 01:37 am
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