Come explore this dirt cheap Mexican homebuilder with us
Any updated thoughts on ARA? I recently started a position after following the company over the last 2/3 years.
It looks cheap, but neither of us own it at the moment. definitely a high risk, high reward opportunity.
What do you see as the biggest risks here? They've always ran the business pretty conservatively.
The biggest risk is they don't generate much growth and cash flow conversion is weak + don't optimize capital returns to shareholders. This is why stock has floundered, but it is still mighty cheap
Mighty cheap indeed.
Any updated thoughts on ARA? I recently started a position after following the company over the last 2/3 years.
It looks cheap, but neither of us own it at the moment. definitely a high risk, high reward opportunity.
What do you see as the biggest risks here? They've always ran the business pretty conservatively.
The biggest risk is they don't generate much growth and cash flow conversion is weak + don't optimize capital returns to shareholders. This is why stock has floundered, but it is still mighty cheap
Mighty cheap indeed.