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Herc Holdings has gone in a much different direction than its predecessor Hertz, with strong operating performance and prudent management of the balance sheet. The company should go back to growing consistently, having already taken the brunt of the crisis. Herc's stock price has ...
Ashtead Group plc (ASHTF) Q2 2021 Earnings Conference Call December 08, 2020, 05:00 AM ET Company Participants Brendan Horgan - CEO Michael Pratt - Group Finance Director Conference Call Participants Andrew Wilson - JPMorgan Rory McKenzie - UBS Will Kirkness - Jefferies Arnaud Lehman - Bank o...
The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q2 earnings call. For further details see: Ashtead Group plc 2021 Q2 - Results - Earnings Call Presentation
Gardner Russo & Gardner’s 13F portfolio value increased from $9.84B to $10.29B. Russo almost eliminated Diageo plc during the quarter. The top three 13F stakes are Mastercard, Berkshire Hathaway, and Nestle. They add up to ~44% of the portfolio. For further detail...
United Rentals was a tenbagger over the last decade. The equipement rental industry is in the process of consolidating. Growth is good and valuation reasonable. United Rentals is a buy. For further details see: Don't Worry, It's United Rentals
Ashtead Group plc (ASHTF) Q1 2021 Earnings Conference Call September 08, 2020 05:00 AM ET Company Participants Brendan Horgan - Chief Executive Michael Pratt - Finance Director Conference Call Participants Will Kirkness - Jefferies Robert Wertheimer - Melius Research Raj...
Ashtead Group PLC AGM Statement and Smaller Related Party Transaction 8th September 2020 ASHTEAD GROUP PLC (the “Company”) AGM Statement & Results and Smaller Related Party Transaction AGM Statement & Results At the Annual General Meeting of the Company ...
The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q1 earnings Read more ...
Reddit Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
Ashtead Group plc (ASHTF) Q4 2020 Earnings Conference Call June 16, 2020 6:00 A.M. ET Company Participants Brendan Horgan - Chief Executive Officer Michael Pratt - Group Finance Director Conference Call Participants Will Kirkness - Jefferies Annelies Vermeulen - Morgan Stan...
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