CPLG

very low price to book ratio, institutional interest from what I consider "smart money" (Dr Micheal Burry), reasonable earnings growth, high normalized dividend rate, semi-seasonal/fair-weather but still fairly reliable business model, etc. checks most of the boxes for what I like.

My last purchase TLRD got crushed (-25%) immediately after I bought it on reduced earnings guidance. Sigh. But, if I'm philosophically wrong, might as well be wrong big. So this investment is running on a similar strategy. With earnings upcoming soon, perhaps I'm in for another crush. whoopee.

Update: This also got crushed right after I bought it, so I doubled down at $10.30. We'll see what the long term future holds.