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Hurricane Opportunity

www.alphaletter.co

Hurricane Opportunity

Grit Alpha
Oct 2, 2022
13
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Hurricane Opportunity

www.alphaletter.co

When I first got started in deep value investing I was big into the land plays. These are companies that own a ton of land. Companies with tens of thousands of acres trading meaningfully below the replacement value of that land. I loved these ideas as a beginning investor as valuation came easy. Run a simple sum-of-the-parts analysis on what the land is…

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