$CALM

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 15, 4:30 PM ET

$CALMr/ValueInvestingStock Analysisbullish

u/Senior_Luck1276 · 58d agono track record yet

Cal Main stock analysis

Cal-Maine Foods is a well-positioned value investment with a dominant 20% U.S. egg market share, strong vertically-integrated operations, $1.1B net cash, and an expanding specialty/cage-free product mix. While current earnings are elevated from bird flu supply shocks and will normalize, the company's durable moat, balance sheet strength, and buyback capacity provide downside protection and long-term upside potential.

At post $88.42Now $74.39-15.9% since postedas of Sep 15, 4:30 PM ET

1d—

3d-0.6%

1w+2.1%

1m-8.2%

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original post →

$CALMr/ValueInvestingStock Analysisbullish

u/Significant-Pair-275 · 251d ago3 prior · awaiting results

Deep dive follow-up on the 5,527-stock screen: 4 names worth a closer look

Cal-Maine Foods is transitioning from a pure commodity egg producer to a diversified platform with specialty eggs and prepared foods now representing 42.8% of sales. Despite recent price normalization, gross margins remain resilient at 30.7%, and the stock trades at ~10x mid-cycle earnings with $500M net cash, offering value relative to its market-leading position.

Now $74.39as of Sep 15, 4:30 PM ET

original post →

End of results.