Market cap is now actually below net asset value. Insane. As...

Market cap is now actually below net asset value. Insane.

As long as I have been following them they have over delivered on earnings and are increasingly diversified beyond their core (highly successful) business. Santalis pharmaceuticals is exciting (especially if you suffer from warts ), as is their push into China's oil and wood markets.

Getting caught up in the broader market sell off, and obviously shorts are taking advantage, but fundamentals will prevail in the long-er term (or rather their looming earnings announcement).