Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV and monetizing assets at opportunistic times. You can see my thread on FRPH here, and a rough FRPH SOTP here
Bill Chen breaks down $FRPH's SOTP (podcast #95)
Bill Chen breaks down $FRPH's SOTP (podcast…
Bill Chen breaks down $FRPH's SOTP (podcast #95)
Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV and monetizing assets at opportunistic times. You can see my thread on FRPH here, and a rough FRPH SOTP here