Just as an update to all, its been a while since I last posted my NTA calculation to this sub. The last few days ago, SOL finally was at a small discount to NTA, I have bought a parcel on this basis and will likely buy more on any further weakness.
I'm looking forward to the results release in March so I can compare my NTA calculation to SOL's printed NTA to determine if my calculator is still accurate in the light of a growing PE, small cap, private debt, property and now not disclosed large cap portfolio. I suspect my calculator is slightly conservative so any discount calculated should be in reality a decent discount.
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