1) Trading near an all-time low book value ratio.
2) Delayed recovery in price relative to market (not driven by fundamentals)
3) Increased value in equity holdings over Q1 (incl. notably AAPL)
4) Imminent Q2 earnings -- possible catalyst.
2) Delayed recovery in price relative to market (not driven by fundamentals)
3) Increased value in equity holdings over Q1 (incl. notably AAPL)
4) Imminent Q2 earnings -- possible catalyst.