RE:James Telfser on BNN - HOLD ratingWould buy it at the right valuation.
But what is the "right valuation"? Til the business change and COVID, it was sitting around 2.5-3.0x BV for a good couple of years so I got most of mine out, and missed most of the rise with my little stake. If that's the norm, or what counts as a "right valuation", we could be back to $20-24. I dont' see it myself, but I've few other ways to value the opportunity.