Mike Melby from Gate City Capital on Amrep $AXR
About this episode
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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