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Summary Ashtead Group (ASHTF) is dual listed on LSE and NYSE. An equipment rental market leader with a U.S., U.K. and Canada based international store network. 60% of revenue now sits outside of non-residential construction, leading to less cyclicality. Solid balance sheet...
Summary US infrastructure is in a mess through decades of neglect and many investors' portfolios are in a mess due to happenings over the past year. There is a growing political will to fix that mess plus decoupling with China and other world events means many new factories are be...
Summary The Strategy outperformed for the second quarter in a row, thanks in large part to positioning adjustments made over the last year in preparation for these extreme macro headwinds. We enhanced a focus on sturdy, secular growth businesses with three new additions to the portfol...
Summary I initiated a starter position in Ashtead, an equipment rental company listed in the UK but with 95% of its operations in the US. ASHTF has a return on investment in the 20% range, with 27% operating profit margins and unit economics are attractive. Ashtead prefers mor...
Summary Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long-term. The Master Account returned -10.95% net in Q3 2022 vs -4....
Summary W.W. Grainger continues to post attractive financial results, and the company has done well to hold solid in this market. Long-term, management has some big plans for the firm, but this doesn't make the business a great prospect right now. Despite its favorable long-te...
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. The Bonhoeffer Fund returned -14.9% net of fees in the second quarter of 2022. ...
Summary Industrial equipment supplier Ashtead reported strong financials recently and upgraded revenue forecasts. Despite high inflation and a recession in the US, its biggest market, it's poised to make further gains. The US’s infrastructure spending is expected to bolster...
Rhizome Partners LP is a Delaware limited partnership, aims to achieve long-term capital appreciation while limiting the risk of loss. For the second quarter of 2022, Rhizome Partners generated a net loss of 9.1%. Given our cautious views regarding the impact of rising interest ra...
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. For the second quarter of 2022, Giverny Capital Asset Management’s model portfolio...
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The corporate earnings calendar remains very thin with probably little, if any, significance for major market movements. However, market watchers are waiting for August U.S. inflation data, which is due to be released on Tuesday, September 14 th . As for the corporate world, Oracle...