Hello, Ultimate Value readers!
I am back with a new idea today. Here are some of the takeaways:
More suitable for small funds and personal accounts due to size and liquidity.
Very asymmetric — trades below liquidation value (commercial real estate and cash), with the market giving zero credit to the operating business which is solidly profitable.
Earnings are about to inflect over the next few quarters, which should lead to a re-rating of shares.
Let’s take a look.
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