Yeah its a pretty tough decision for me personally. On one hand the discount to NAV offers great upside, on the other hand, they trade down there for a reason. Typicaly the main business is dragging the company down. It's hard to predict the future and we have had it go both ways, positive example being Strive, negative being Semler.
Yeah its a pretty tough decision for me personally. On one hand the discount to NAV offers great upside, on the other hand, they trade down there for a reason. Typicaly the main business is dragging the company down. It's hard to predict the future and we have had it go both ways, positive example being Strive, negative being Semler.