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Home > Yet Another Value Podcast > Mike Melby from Gate City Capital on Amrep $AXR
Podcast: Yet Another Value Podcast
Episode:

Mike Melby from Gate City Capital on Amrep $AXR
Category: Business
Duration: 01:14:48
Publish Date: 2020-11-03 20:00:00
Description:

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
Total Play: 0