Letters by company

Limoneira CO

1 letter discussing LMNR. Everything written about it on this site is on its ticker page.

Riverwater Partners The Four-Year Harvest: Q4 2025 Small-Cap Market Update Limoneira exemplifies Riverwater’s case for patient ownership: its maturing California avocado acreage could benefit from domestic supply constraints and seasonal gaps in Mexican imports. Riverwater retained its quality focus despite a speculative small-cap market, arguing that profitable businesses with strong balance sheets remain positioned for a valuation re-rating. Q4 2025 LMNR $216M