Ace River Capital
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Fast Growers - What Are Your Top 5 Picks Today?
Ace River Capital replied to Viking's topic in General Discussion
RICK - Top position by far DS (if it secures debt needed to continue) SENS HZO NCMI (if it can stabilize current debt) -
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.
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Long
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Have started a position in HZO
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I like SA and subscribe and use it as main hub.