ThomasTrainTrader
Oct 30, 8:11 PM
$ARE I think it’s pretty obvious that given like 1-2 years this stock recovers to way closer to this book value. IMHO mega campuses are worth close to the 10% premium above the book value which is already 2X the market price for the stock. If we take that assumption and value the non mega campus assets at around a
$35 ratio the stock value would be at around
$83. Crazy that analysts give such a huge negative multiplier for having to wait a few quarters. I think the market is increasingly becoming more and more retarded.
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