RBY is not my cup of tea. Not enough margin safety. If my XJT doubles or triples within the next few months I am heading over to Playboy (PLA). This company is selling for 95 million and it is worth 200 million on its worse day....probably will get 300 million for it in the next year or two....if not more.
If Elvis can make millions in licensing then so can Playboy. They are carrying the Playboy Mansion on the books for 1.4 million. The house next door, that Hugh Hefner owned personally, just sold for 18 Million. So, if you had nothing else except the mansion, you would have 40 million or so.
There are people looking at buying Playboy....lots of people/companies who know how to maximize a brand. When Hef dies the price will really shoot up, just like it did with Micahel Jackson. If I gave you one billion dollars and you had to create the brand awareness of Playboy from scratch, you couldn't do it.
I hope PLA stays under $3 for a month or two. XJT, AHC, and PLA are my top three plays. Cannot lose with any of them. Huge margins of safety in all three.
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