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Great Ajax Corp T.AJX


Primary Symbol: AJX

Great Ajax Corp. is an externally managed real estate company. The Company’s primary business is acquiring, investing in and managing a portfolio of mortgage loans. The Company operates in a single segment focused on re-performing mortgages, and to a lesser extent non-performing mortgages and real property. The Company primarily targets acquisitions of re-performing loans (RPLs), which are residential mortgage loans and non-performing loans (NPLs), which are residential mortgages. It invests in single-family and smaller commercial properties directly either through a foreclosure event of a loan in its mortgage portfolio, or, less frequently, through a direct acquisition. It may acquire RPLs and NPLs either directly or in joint ventures with institutional accredited investors. It may also acquire or originate small balance commercial loans. Its manager is Thetis Asset Management LLC. It conducts its business through its operating partnership, Great Ajax Operating Partnership L.P.


NYSE:AJX - Post by User

Post by sparkyAgon Sep 05, 2021 2:47pm
272 Views
Post# 33815727

“The bigger the base, the higher in space."

“The bigger the base, the higher in space."

I am taking a look at the AJX stock chart.

The stock has been flatter than a pancake for almost a year.  And trading volmoe has dried up to the point that on some days not a single share trades. 

This brings to mind the quote in the subject line above. 
“The bigger the base, the higher in space” was cited in a 1998 book by Louise Yamada



It also brings to mind work done by Ibbotson and Chen that I have studied closely.

“Ibbotson sorts smaller-company equities into different classes based on their size and liquidity over a 37-year period, some interesting facts emerge. The worst-performing group is highly liquid, small-cap stocks, which returned 5.9% annually over the period. Ibbotson’s explanation is that these are micro-cap stocks that have been “pumped up.” In contrast, the equities that have produced the best returns over 37 years were illiquid small-cap concerns, which generated an astonishing 17.87% annual return over nearly four decades. In all likelihood, these companies represent small, overlooked companies that attract little interest or trading activity.” – Financial Advisor Magazine. 


I love owning stocks that are flat and illiquid, and where I have had time to accummulate large positions at attractive prices. 

Soon and inflection point in AJX revenues will become evident. When it does, hang on to your hat AJX investors.  The take off in the stock will make it look like Branson and Bezos were on a hot air balloon ride. 
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