No. of Recommendations: 3
I had the same question.
Bluehorseshoe's estimate for Q1 is $303:
Lear writes on Q1 Book EstimatesStock portfolio is down quite a bit since then, fwiw.
I was browsing how "price to book" has unfolded since the onset of the Great Recession, and one thing that popped out was how the only sustained time the stock hit 1.6+ price to book before 2024 was Dec 2017 - Feb 2018. Book / Peak Book had a big pop in Feb 2018 when Q4 was released, meaning the prior stretch of 1.6+ was really just front running the reporting.
