FRG - Franchise Group: The Plan Is Working

• We first covered this unique "mini-Berkshire Hathaway" company in September of last year when the stock was trading around $34 per share.
• Franchise Group stock moved above $55 a few months later, giving us a ~60% potential return excluding dividends. During that short period, FRG announced a major acquisition and several key updates.
• The enthusiasm on FRG stock recently faded and it's now in the low-$40s. Recent Q4 earnings included mostly positive results but highlighted a couple headwinds.
• Now is an ideal time to evaluate all the latest information and determine if increasing exposure to FRG at current levels, or a 24% discount to 52-week highs, makes sense.

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