Lee Roach on X
One dollar for a dozen eggs. $CALM earnings going to suck. https://t.co/sFc8Mf4Odw
NASDAQ
Cal-maine Foods INC
CALM
11 stories
$2.9B Market cap · 2026-10-23
Calvin Blissett on X
@ThothCapital @valuedontlie I would love to/can’t wait to read your $calm report
Calvin Blissett on X
@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions
Colin King on X
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon https://t.co/60U009ZX53
Colin King on X
$CALM down ~8% pre-market on 1Q27 results Likely another few quarters til cycle turn (?), balance sheet still rock solid, minimal buybacks, dividend is variable so no payout when losing money $55/sh BV (~$50 TBV) vs. $63 pre-market = 1.15x P/B https://t.co/Xx0kmu7j66
Colin King on X
August quick value write-ups... 1) $CALM -- cheap P/B mean reversion idea 2) $MNRO -- strategic review + activist + CEO incentive 3) $FOUR -- beaten down roll-up 4) $MKTW -- fundamental inflection point https://t.co/RcptMg3HfE
Colin King on X
Would much rather own $CALM https://t.co/Kvr8sFALPr
Colin King on X
Risk/reward at $75 looks really attractive… Own some $CALM common and Feb 2027 call spreads at $80 / $85 strike DYODD :) https://t.co/zbjdWieHQS
Colin King on X
@kab604 $CALM is excellent at managing a (very) cyclical business
Colin King on X
Mean reversion idea: $CALM 1) consistently trades at ~2x BV vs. ~1.5x today 2) consistent BV compounding (~18% CAGR since '06) 3) mid-teens ROEs justify 2x BV 4) net cash >30% BV / >20% market cap (fortress B/S) Cyclical but very short cycle time (supply driven) I own some
Quick Value #328 - Cal-Maine Foods (CALM)
Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…
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