I'm going through a list of housing and real estate related companies (I'll share some notes on a few of these as I make my way through them). Real estate companies often lend themselves to evaluations that are focused on asset levels, and in some cases "sum of the parts". AMERCO (better known as UHAL) where I've seen a number of "sum of the parts" (SOTP) write-ups that point out that the company's two main parts (the self storage assets and the truck rental business) would be valued at a higher...

 

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