Every Banana Counts Posted April 29, 2021 Share Posted April 29, 2021 BABA Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 30, 2021 Share Posted April 30, 2021 Brk.B Link to comment Share on other sites More sharing options...
Gregmal Posted May 3, 2021 Share Posted May 3, 2021 added to ALCO Link to comment Share on other sites More sharing options...
Castanza Posted May 3, 2021 Share Posted May 3, 2021 (edited) Small spec positions in IDN and PLBY thanks @wabuffoand @Jmac42600 Edit: a little more ATCO before earnings.... Edited May 3, 2021 by Castanza Link to comment Share on other sites More sharing options...
maplevalue Posted May 4, 2021 Share Posted May 4, 2021 started position in Morguard North American Residential REIT (MRG.UN) Link to comment Share on other sites More sharing options...
Gregmal Posted May 5, 2021 Share Posted May 5, 2021 (edited) On 5/3/2021 at 1:09 PM, Gregmal said: added to ALCO Don't feel like starting a separate thread, but nice release here. https://www.alicoinc.com/news/detail/1359/alico-inc-announces-strategic-actions-to-increase So again, not the most exciting setup, but to me its a great quasi cash alternative(or free-2% carry if you've got some balls and some margin tolerance). Similar to FRP Holdings setup. You've seen the stress tested downside last year. Now there's material changes to the upside, and a proven management team. Alico has quietly taken some very positive and pro shareholder steps. The targeted ~40M annual EBITDA in a few years makes this compelling and still gives you a lot of free call options. And yea, there's started to be interest in the land. Which IMO is definitely not the best located land in FL, but FL land nonetheless and the soil they are situation on is ideal for building w/ high sand content. If, as alluded to by management, land sales start coming in(some already under contract), you could get a massive rerating here. Regardless, should see continued balance sheet improvement, cash flow ramp, and dividend increases. Just my 2C. Feel free to short it as well. Edited May 5, 2021 by Gregmal Link to comment Share on other sites More sharing options...
formthirteen Posted May 5, 2021 Share Posted May 5, 2021 More ALCO yesterday (Thanks Gregmal). More VNT today. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 5, 2021 Share Posted May 5, 2021 More APTS Link to comment Share on other sites More sharing options...
John Hjorth Posted May 5, 2021 Share Posted May 5, 2021 Added to BAM last week, and added to BAM & SCHO.CPH today. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 5, 2021 Share Posted May 5, 2021 PCYO Link to comment Share on other sites More sharing options...
ourkid8 Posted May 5, 2021 Share Posted May 5, 2021 Additional BABA Link to comment Share on other sites More sharing options...
Castanza Posted May 5, 2021 Share Posted May 5, 2021 IDN. APTS Link to comment Share on other sites More sharing options...
Spekulatius Posted May 5, 2021 Share Posted May 5, 2021 Tracking positions in QLYS and in recent medtech IPO NPCE (speculative). Link to comment Share on other sites More sharing options...
ValuePadawan Posted May 6, 2021 Share Posted May 6, 2021 CDLX in size, now my largest position, Link to comment Share on other sites More sharing options...
Broeb22 Posted May 6, 2021 Share Posted May 6, 2021 Added to TOITF Link to comment Share on other sites More sharing options...
Gregmal Posted May 6, 2021 Share Posted May 6, 2021 Over past week I converted some AYR to NVR+MSGE plus paid down some margin. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted May 6, 2021 Share Posted May 6, 2021 I added more ATTO on the post earnings sell off. I think intrinsic value ($80+) is higher post these results off of the strong sales but the market is selling ATTO off based on a perceived disappointment in margins in Q1. Full year EBITDA margin guidance is unchanged and with stronger sales, should end up higher than previously anticipated. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 6, 2021 Share Posted May 6, 2021 23 hours ago, fareastwarriors said: PCYO Added a bit more PCYO today Link to comment Share on other sites More sharing options...
John Hjorth Posted May 10, 2021 Share Posted May 10, 2021 Added further to BAM today. [I'm now "maxed out" [in the sense of being basically fully invested, without any use of any kind af leverage, except deferred taxes on taxable accounts]]. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted May 10, 2021 Share Posted May 10, 2021 Copying Dorsey into SMAR. Link to comment Share on other sites More sharing options...
DumDumInvestor Posted May 10, 2021 Share Posted May 10, 2021 Bought DOCN, now a full position. Link to comment Share on other sites More sharing options...
nwoodman Posted May 11, 2021 Share Posted May 11, 2021 FFH Link to comment Share on other sites More sharing options...
Gregmal Posted May 11, 2021 Share Posted May 11, 2021 Covered a bunch of my ARK shorts. Added to APTS and been picking at ALCO last few days. Link to comment Share on other sites More sharing options...
Pistachio_Lawyer Posted May 11, 2021 Share Posted May 11, 2021 (edited) Increased my position on SRG by 70%. Bought at 15.10 Lets go team value Edited May 11, 2021 by Pistachio_Lawyer Link to comment Share on other sites More sharing options...
cubsfan Posted May 11, 2021 Share Posted May 11, 2021 More BOMN - 24.60 Link to comment Share on other sites More sharing options...
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