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Alico: Land Play Transition With Upside Potential
Seeking Alpha· 2025-10-01 08:05
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]
The Simply Good Foods: Margins In Retreat And A Valuation Under Review (NASDAQ:SMPL)
Seeking Alpha· 2025-09-26 11:45
With a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money. I focus on undercovered opportunities and momentum-driven sectors. All views are my own and not financial advice.Analyst’s Disclosure:I/we have no stock, option or similar ...