What are you buying today?

[Every Banana Counts]

BABA

[fareastwarriors]

Brk.B

[Gregmal]

added to ALCO

[Castanza]

Small spec positions in IDN and PLBY

thanks @wabuffoand @Jmac42600

 

Edit: a little more ATCO before earnings.... 

Edited May 3, 2021 by Castanza

[maplevalue]

started position in Morguard North American Residential REIT (MRG.UN) 

[Gregmal]

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

[formthirteen]

More ALCO yesterday (Thanks Gregmal). More VNT today.

[fareastwarriors]

More APTS

[John Hjorth]

Added to BAM last week, and added to BAM & SCHO.CPH today.

[fareastwarriors]

PCYO

[ourkid8]

Additional BABA

[Castanza]

IDN. APTS

[Spekulatius]

Tracking positions in QLYS and in recent medtech IPO NPCE (speculative).

[ValuePadawan]

CDLX in size, now my largest position,

[Broeb22]

Added to TOITF

 

[Gregmal]

Over past week I converted some AYR to NVR+MSGE plus paid down some margin.

[SafetyinNumbers]

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. 
 

 

[fareastwarriors]

23 hours ago, fareastwarriors said:

PCYO

Added a bit more PCYO today

[John Hjorth]

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]].

[Monsieur_dee]

Copying Dorsey into SMAR. 

[DumDumInvestor]

Bought DOCN, now a full position.

[nwoodman]

FFH

[Gregmal]

Covered a bunch of my ARK shorts. Added to APTS and been picking at ALCO last few days.

[Pistachio_Lawyer]

Increased my position on SRG by 70%. Bought at 15.10

Lets go team value

Edited May 11, 2021 by Pistachio_Lawyer

[cubsfan]

More BOMN - 24.60