Behind The Idea #90: Bluegreen's Attractive Location
Safety in Value, a Seeking Alpha Marketplace author, joins us to discuss his Bluegreen Vacations thesis. He likes the stock as it trades below its previous deal price, and likes the underlying business as well. We discuss those elements, the risks to parent company BBX Capital's bid, and, because we couldn't resist, how this fits into Joel Greenblatt's investing philosophy. Learn more about your ad choices. Visit megaphone.fm/adchoices