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Pabrai Wagons Fund's investment thesis on Tri Pointe Homes ($TPH) — Q1 2025 | Buyside Digest

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$TPHNYSETri Pointe Homes

BULL

Pabrai Wagons Fund—TPH

Fund Letter

Q1 2025

Published March 31, 2025

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

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From the Fund Letter

Tri Pointe Homes is held under the fund's homebuilder thesis, benefiting from a highly favorable supply-demand imbalance in US real estate. Its modern asset-light...

— Mohnish Pabrai

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