Five Point Holdings, LLC (FPH): A Bull Case Theory

We came across a bullish thesis on Five Point Holdings, LLC (FPH) on Substack by Investing Intel. In this article, we will summarize the bulls’ thesis on FPH. Five Point Holdings, LLC (FPH)'s share was trading at $5.32 as of April 29^th. FPH’s trailing P/E was 4.26 according to Yahoo Finance.

[caption id="attachment_1225701" align="aligncenter" width="768"] Aerial view of a residential subdivision under construction, highlighting the scale of the homebuilding business.[/caption]

Five Point Holdings (FPH) delivered a strong Q1 2025, reporting net income of $60.6 million and...