Thesis for investing in Playboy Inc
Joining me in this episode was Adam Wilk from Greystone Capital Management.
Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s.
His returns over the past few years have been fantastic.
In this episode Adam talks about his investment style, and two companies he's invested in which he thinks have great long term potential -
Playboy Inc and Rci Hospitality
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6 comments
Tight spread.
This is being heavily promoted by Hedgeye on fintwit as one of their best long ideas, and retail investors have been piling in on the tip. Had a small position in them (swing trade) and sold into strength last week. Share price going parabolic on no news made me nervous, first earnings call is due in 2 weeks. I'd watch this one for an optimal entry point rather than pile in right now - insiders filed to sell 21m shares, wait and see how it's absorbed.
It's got huge potential, but yes looks expensive at the moment. Waiting for a pull back could be a good idea.
Just to be clear - I was referring to investing in the stock, not a pile of old magazines :)
Attendance at AGM’s?
Thesis for investing in Playboy Inc:- shareholder discounts?