Bear Case 2x, Bull Case 3x: The Math Behind Alico’s Opportunity
I have published an update on the company as they are transitioning into becoming a land developer.
https://smallcaptreasures.substack.com/p/alico-update-turning-citrus-groves?r=1od1d5
Great read and interesting play. I will deep further into the company, but this seems like an asymmetrical bet especially with the land. Thank for sharing!
I have published an update on the company as they are transitioning into becoming a land developer.
https://smallcaptreasures.substack.com/p/alico-update-turning-citrus-groves?r=1od1d5
Great read and interesting play. I will deep further into the company, but this seems like an asymmetrical bet especially with the land. Thank for sharing!