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2023-03-07 12:05:26 ET The following slide deck was published by Ashtead Group plc in conjunction with their 2023 Q3 earnings call. For further details see: Ashtead Group plc 2023 Q3 - Results - Earnings Call Presentation
2023-03-07 11:26:33 ET Ashtead Group ( OTCPK:ASHTF ): Q3 Non-GAAP EPS of $86.90. Revenue of $2.43B (+21.5% Y/Y) in-line. For further details see: Ashtead Group Non-GAAP EPS of $86.90, revenue of $2.43B in-line
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. For the fourth quarter of 2022, Giverny Capital Asset Management’s model por...
Summary Ashtead has seen a strong price rise in 2023 so far, far outpacing the S&P 500 index. Its upcoming results could bolster it further. The construction equipment rental provider has already seen robust growth, and its outlook is healthy too. It also has a record of beating exp...
Summary Gardner Russo & Quinn’s 13F portfolio value increased from $8.27B to $9.06B. Russo increased Netflix while reducing Unilever during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~40% of the portfolio. ...
Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The International Growth ACWI ex-US Strategy takes ...
Summary Herc Holdings is a profitable, inflation resistant business that is supported by strong tailwinds. Being placed as one of the top three industry players gives HRI a moat over its smaller competitors. HRI is led by an experienced management team that has proven that they know...
Summary One trend in these firms is growth creation through acquisitions. One example of public LBO firms we have in the portfolio is Ashtead Group plc. The runway for growth through penetration is long. Given a conservative projected EPS growth of 10% per year, Ashtead should t...
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 -13.7% net of fees in the third quarter of 2022. In a d...
The following slide deck was published by Ashtead Group plc in conjunction with their 2022 Q2 earnings call. For further details see: Ashtead Group plc 2022 Q2 - Results - Earnings Call Presentation
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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...