Increasing position in Americold Realty Trust (COLD)
3 months ago
Nugget Capital Partners
"COLD: Trading at historic 5.8x net debt/EBITDA & 50% discount to $28 NAV consensus amid fund tax-loss selling. Trump tariffs hurt China ag trade but likely reverse 2026. Cold storage demand growing, new supply falling, mgmt expects occupancy rise H2. 7-10% NOI growth proj, 6.9% yield, insiders buying."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Increasing position in Americold Realty Trust (COLD)
Source:
Nugget Capital Partners
Published:
September 22, 2025
Idea Type:
Stock Idea