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Alico: Land Play Transition With Upside Potential
Seeking Alphaยท 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]