A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Equity Bottom-Up

<ul><li>“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events triggered me to revisit the situation.</li><li>Part of my New Year’s resolution was to go cold turkey on my addiction of the highly acidic blend of roasted Robusta and Liberica black coffee one would find all over Singapore, typically consumed sugarless and without milk for the true aficionados - their presence never going unnoticed as every sip leaves an unmistakable yellow taint on the crooked canvas assembled right behind those lips.</li><li>This turkey survived for quite a bit until two weeks ago … I took a short trip to Shanghai to visit some buddies (will be flying to Bangkok in a week - drop me an email if you’d like to grab a drink) and in the spirit of “whatever happens on vacation, stays on vacation” decided to steal a couple cups of freshly brewed black coffee to tide through the day, especially after a number of late drunken nights.</li></ul>

“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events triggered me to revisit the situation.Part of my New Year’s resolution was to go cold turkey on my addiction of the highly acidic blend of roasted Robusta and Liberica black coffee one would find all over Singapore, typically consumed sugarless and without milk for the true aficionados - their presence never going unnoticed as every sip leaves an unmistakable yellow taint on the crooked canvas assembled right behind those lips.This turkey survived for quite a bit until two weeks ago … I took a short trip to Shanghai to visit some buddies (will be flying to Bangkok in a week - drop me an email if you’d like to grab a drink) and in the spirit of “whatever happens on vacation, stays on vacation” decided to steal a couple cups of freshly brewed black coffee to tide through the day, especially after a number of late drunken nights.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Farmer Brothers, a small company with a market cap under $100 million, has undergone a board refresh and cooperation agreement following operational missteps and poor management execution.</li><li>The company has agreed to sell its Northlake, Texas coffee facility and non-direct store delivery coffee business to TreeHouse Foods for around $100 million.</li><li>These recent events have caused Farmer Brothers' stock to be undervalued, with attractive valuation ratios, making it a potentially appealing investment opportunity.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Farmer Brothers, a small company with a market cap under $100 million, has undergone a board refresh and cooperation agreement following operational missteps and poor management execution.The company has agreed to sell its Northlake, Texas coffee facility and non-direct store delivery coffee business to TreeHouse Foods for around $100 million.These recent events have caused Farmer Brothers' stock to be undervalued, with attractive valuation ratios, making it a potentially appealing investment opportunity.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Farmer Bros Co (FARM) - Monday, Oct 30, 2023

United States

Farmer Brothers Company roasts, packages and distributes coffee and allied products to restaurants, hotels, hospitals, convenience stores, and fast food outlets.

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Farmer Bros Co (FARM US)

Awakening a Sleepy Stock (FARM)

“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events...

Acid Investments

Farmer Bros Co (FARM) - Monday, Oct 30, 2023

The company has agreed to sell its Northlake, Texas coffee facility and non-direct store delivery coffee business to TreeHouse Foods for around...

Value Investors Club (VIC)

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Market Cap (USDm)

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