$WY-Weyerhaeuser Company. One of the biggest private owners of timberlands in the world.

8 months ago

DB_Silver_Fox

"WY: Own 9.8M acres timberland (~$26B value vs $11B book) + wood products business. P/NAV 0.76x. Strong West timber quality (90:10 grade/fiber). Current FCF yield 6%, normalized ~$1.5B FCF/yr. Conservative balance sheet, active buybacks. Cyclical wood products tied to housing. Long-term inflation hedge with carbon credit upside."

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