Focused Investing

Focused Investing

Share this post

Focused Investing
Focused Investing
RPD Trade Alert: ARE limit hit

RPD Trade Alert: ARE limit hit

Paul Drake's avatar
Paul Drake
May 15, 2025
∙ Paid
4

Share this post

Focused Investing
Focused Investing
RPD Trade Alert: ARE limit hit
6
1
Share

This one falls and falls.

I’ve published on ARE at length. So you know that I see them as ridiculously undervalued.

The market is negative on them and may stay that way for quite a while longer. The price is back where it was in 2012 and 2013 and near the low in 2016:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Paul Drake
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share