Alico: Land Play Transition With Upside Potential

Group 1 - The core focus of Alico (NASDAQ: ALCO) is on the utilization of its land through sales of acres and agricultural leases rather than relying on recurring revenue streams [1] - The investment strategy emphasizes a mix of long-term conviction holdings and tactical sector rotations, highlighting the importance of making money over merely being right in investment decisions [1] - The approach targets undercovered opportunities and momentum-driven sectors, indicating a strategic focus on identifying potential growth areas in the market [1]