ASHTF News and Press, Ashtead Group Plc From 03/22/24

2024-03-22 10:00:00 ET Summary Sequoia Fund is a mutual fund that has been advised by Ruane Cunniff LP since its inception on July 15, 1970. The touchstone of our approach is the idea that a share of stock entitles its owner to an interest in the profits of a business enterprise. ...

2024-03-22 05:45:00 ET Summary Sequoia Fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. Sequoia ...

2024-03-05 16:19:06 ET Ashtead Group plc (ASHTF) Q3 2024 Results Conference Call March 05, 2024 5:00 AM ET Company Participants Brendan Horgan - CEO & Executive Director Michael Pratt - CFO & Director Conference Call Participants Rob Wertheimer - ...

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...