book valueCurrent book value is $221 per share, stock is trading for $160 today. The hedge fund did really well in 2014, from which they get "2 and 20":
https://www.valuewalk.com/2015/02/senvest-letter-2014/
The thing I love about it is that it is invisble to institutions because of the low liquidity, despite the $400 million market cap and profiling in Barron's. I love the lack of volatility.