No. of Recommendations: 1
I tried searching around but to no avail. Back in March-May 2025 correct me if I'm wrong, we hit around 1.78x known book when earnings were released. Clearly hindsight, but that was obviously a good time to lighten up/sell calls.
Some of you generous souls, I remember posted historical p/b's that showed how rare recently 1.8ish was, curious if someone has that tabulation, or can point to a post from that time frame actually bringing the point up in real time.
Right now we are at 1.6x known book, with a fresh book on its way, so likely we are at a lower p/b now, this doesn't appear to be that juicy of a time to lighten.
