ASHTF News and Press, Ashtead Group Plc From 03/05/24

2024-03-05 07:35:29 ET More on Ashtead Group Ashtead: Long-Term Growth Might Be Fully Priced, Though The Stock Deserves To Be In Your Radar Ashtead Group: Cautious After The Big Half-Year Revision Historical earnings data for Ashtead Group Dividend scorecard ...

2024-02-14 10:15:00 ET Summary The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. Throughout 2023, Bonhoeffer Fund replaced slower-growth fir...

2024-01-31 05:41:31 ET Summary Ashtead Group's revenue growth as of October 2023 was 16% YoY, with operating profit growing at 12% YoY. The company established guidelines for each country where it operates, indicating potential revenue slowdown in certain sectors. Despite a re...

2024-01-27 11:00:00 ET Summary Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. One reason why I am confident in our future is that ou...

2024-01-21 01:45:00 ET Summary Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the 12 months ending 12/31/2023, the Mayar Responsible Global Equity Fund (Class A) was up 15.85% net of all expenses and fees,...

2023-12-06 10:34:49 ET Summary Ashtead has reset its near-term guidance bar lower. While the resulting stock price sell-off has been significant, not enough optimism has been cleared out. The stock remains pricey (for a cyclical) and pays investors a low dividend; I see no rea...

2023-12-06 04:07:16 ET Summary Ashtead Group's just-released earnings report shows a cooling off in revenue and operating profit growth, but they remain healthy nevertheless. Temporary factors such as a quiet hurricane season and strikes in the entertainment industry have impacted...

2023-12-05 09:09:03 ET Ashtead Group plc (ASHTF) Q2 2024 Earnings Conference Call December 05, 2023, 04:00 AM ET Company Participants Brendan Horgan - Chief Executive Officer Michael Pratt - Chief Financial Officer Conference Call Participants Lush Mahend...

2023-11-02 11:35:00 ET Summary Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. Giverny Capital Asset Management's model portfolio per...

2023-11-01 10:00:00 ET Summary United Rentals has outperformed the S&P 500 and its closest competitor, Ashtead, gaining a lead in 2022 in the $68 billion US equipment rental industry. URI has grown its market share through large acquisitions, spending $13.065 billion on M&...