LMN Limoneira Company : Bullish and Bearish Analyst Opinions

"During November, Lumine has dropped nearly 58% from its all-time high... I took that as an opportunity to add to my position." The speaker identifies this drop as "the market acting irrationally." He views the company as a high-quality business that was previously too expensive ("spending so much time at all-time highs"), and the liquidity-driven sell-off provided an attractive entry point. Buy the dip on this high-quality compounder during the irrational sell-off. Continued illiquidity; the possibility that the drop is due to fundamental deterioration rather than just market sentiment.