Mike Melby from Gate City Capital on Amrep $AXR

What this episode covers

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 intro1:00 Mike's background22:45 Amrep's history29:30 How Mike thinks about Amrep's land55:15 Walkthrough of Amrep's Sum of the Parts (SOTP)1:12:30 Amrep's recent big repurchase

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Frequently Asked Questions

How long is this episode of Yet Another Value Podcast?

This episode is 1 hour and 14 minutes long.

When was this Yet Another Value Podcast episode published?

This episode was published on November 3, 2020.

What is this episode about?

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 intro1:00...

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