Seeking Alpha

Amerco (UHAL +2.3%) rises as SA Pro author Kerrisdale Capital argues the orphaned stock (no...

Amerco (UHAL +2.3%) rises as SA Pro author Kerrisdale Capital argues the orphaned stock (no guidance, small float, no sell-side coverage, no regular dividend) deserves a premium to the S&P market multiple instead of its current substantial discount (11x vs. 15x). In addition to U-Haul, Amerco also is a substantial property owner through its self-storage facilities, and this could be converted to a sizable REIT.
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