Sign up to save your podcasts
Or
Share Mike Melby from Gate City Capital on Amrep $AXR
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Mike Melby from Gate City Capital on Amrep $AXR
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 intro
1:00 Mike's background
22:45 Amrep's history
29:30 How Mike thinks about Amrep's land
55:15 Walkthrough of Amrep's Sum of the Parts (SOTP)
1:12:30 Amrep's recent big repurchase
View all episodes
By Andrew Walker
4.6
103103 ratings
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 intro
1:00 Mike's background
22:45 Amrep's history
29:30 How Mike thinks about Amrep's land
55:15 Walkthrough of Amrep's Sum of the Parts (SOTP)
1:12:30 Amrep's recent big repurchase
More shows like Yet Another Value Podcast
View all
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
3,367 Listeners
The Meb Faber Show - Better Investing
944 Listeners
Capital Allocators – Inside the Institutional Investment Industry
795 Listeners
Focused Compounding
272 Listeners
Chit Chat Stocks
197 Listeners
The Market Huddle
360 Listeners
The Acquirers Podcast
300 Listeners
Value Investing with Legends
208 Listeners
Excess Returns
88 Listeners
Value Hive Podcast
91 Listeners
The Business Brew
248 Listeners
Business Breakdowns
354 Listeners
Behind the Balance Sheet
49 Listeners
Joys of Compounding
98 Listeners
Monetary Matters with Jack Farley
155 Listeners