WY Stock: Why I'm Still Paid to Wait on This Timberland REIT

Weyerhaeuser (NYSE/TSX: WY) trades like a lumber stock. The real story is what its 10.6 million acres of US timberland are actually worth on a net asset value basis — and why that gap matters more than the headline P/E. In this video: the trap in WY's trailing P/E, how to build a real NAV estimate for a timberland REIT, how the dividend actually pays you to wait, the genuine bear case (not a strawman), a full bear/base/bull scenario model, and why I trimmed the position anyway even after all of this. Full written coverage and TVA Portfolio tracking: https://yonatanbrunshtein.substack.com/ Not investment advice. I may hold a position in the securities discussed — see full disclosures on Substack.