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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
9595 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
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