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    Mike Melby from Gate City Capital on Amrep $AXR

    Mike Melby from Gate City Capital on Amrep $AXR

    FromYet Another Value Podcast

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    Mike Melby from Gate City Capital on Amrep $AXR

    FromYet Another Value Podcast

    ratings:
    Length:
    75 minutes
    Released:
    Nov 3, 2020
    Format:
    Podcast episode

    Description

    Mike Melby, Founder and Portfolio Manager at Gate City Capital, comes on to discuss his background and his investment into Amrep (AXR), which his firm owns 18% of.Gate City Capital website: https://www.gatecitycap.com/Show Chapters:0:00 intro1:00 Mike's background22:45 Amrep's history29:30 How Mike thinks about Amrep's land55:15 Walkthrough of Amrep's Sum of the Parts (SOTP)1:12:30 Amrep's recent big repurchase
    Released:
    Nov 3, 2020
    Format:
    Podcast episode

    Titles in the series (100)

    Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer