Keubiko
Long/short equity, Deep Value, value, special situations

Alexander & Baldwin: She's Beautiful, She's Rich, She's Got Huge Tracts Of Land

"When I first came here, this was all swamp. Everyone said I was daft to build a castle on a swamp, but I built in all the same, just to show them. It sank into the swamp. So I built a second one. And that one sank into the swamp. So I built a third. That burned down, fell over, and then sank into the swamp. But the fourth one stayed up."

- King of Swamp Castle, Monty Python and the Holy Grail

(Source)

There's something about HUGE tracts of land that I find appealing. I have to agree with the King of Swamp Castle on that one. One has to be careful in building an investment thesis

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