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Americold Realty Trust (COLD): A Bull Case Theory

We came across a bullish thesis on Americold Realty Trust on Nugget Capital Partner's Substack's Substack by Nugget Capital Partners. As of 20ᵗʰ September, Americold Realty Trust's share was trading at $12.83. COLD's forward P/E was 27.89 according to Yahoo Finance.

Americold Realty Trust (COLD) is presenting a compelling investment opportunity due to its current historic discount. The company is trading at around 5.8x net debt to EBITDA and at over a 50% discount to analyst consensus NAV of around $28. This significant discount has resulted in an implied cap rate of double digits,...