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 intro1:00 Mike&apos;s background22:45 Amrep&apos;s history29:30 How Mike thinks about Amrep&apos;s land55:15 Walkthrough of Amrep&apos;s Sum of the Parts (SOTP)1:12:30 Amrep&apos;s recent big repurchase

intro1:00 Mike&apos;s background22:45 Amrep&apos;s history29:30 How Mike thinks about Amrep&apos;s land55:15 Walkthrough of Amrep&apos;s Sum of the Parts (SOTP)1:12:30 Amrep&apos;s recent big repurchase

Boyar Value Group on the value in MSGS, IAC, and ANGI

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

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Views are my own and do not represent those of my employer.