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Ace River Capital

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  1. Ace River Capital
    RICK - Top position by far DS (if it secures debt needed to continue) SENS HZO NCMI (if it can stabilize current debt)
  2. Ace River Capital
    Trading around 3x cash, I like the moat with marinas / closed loop ancillary revenue streams with storage / insurance / maintenance - I believe yacht business will be resilient and maintain high margins long term. I like the buyback and potential to continue consolidating. I like roll up plays with moats and real estate holdings. Seems to fit those criteria so I started a position.
  3. Ace River Capital
    Long
  4. Ace River Capital
    Have started a position in HZO
  5. Ace River Capital
    Ace River Capital changed their profile photo
  6. Ace River Capital
    I like SA and subscribe and use it as main hub.
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