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Gardner Russo & Quinn’s 13F portfolio value increased from $10.96B to $11.84B. Russo increased Alibaba Group Holding and Cable One while decreasing JPMorgan Chase during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to...
The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q4 earnings call. For further details see: Ashtead Group plc 2021 Q4 - Results - Earnings Call Presentation
Ashtead Group plc (ASHTF) Q4 2021 Earnings Conference Call June 15, 2021 5:00 a.m. ET Company Participants Brendan Horgan - CEO Michael Pratt - Group Finance Director Will Shaw - Director, IR Conference Call Participants Jane Sparrow - Barclays Capital Rob Wertheimer - Melius Research Annelie...
Ashtead Group (ASHTF): FQ4 Non-GAAP EPS of £38.8p; GAAP EPS of £36.3p.Revenue of £1.27B (+12.4% Y/Y)Press Release For further details see: Ashtead Group reports FQ4 results
Gardner Russo & Quinn’s 13F portfolio value decreased marginally from $11.02B to $10.96B. Russo added Alibaba Group Holdings and increased Ashtead Group plc and Cable One. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~38% of th...
Ashtead Group plc (ASHTF) Q3 2021 Earnings Conference Call March 2, 2021 10:00 AM ET Company Participants Brendan Horgan - CEO & Executive Director Michael Pratt - Group Finance Director, Group Treasurer & Director Conference Call Participants Will Kirkness - Jefferies Neil Tyler - Re...
The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q3 earnings call. For further details see: Ashtead Group plc 2021 Q3 - Results - Earnings Call Presentation
Gardner Russo & Gardner’s 13F portfolio value increased from $10.29B to $11.02B. Russo decreased MasterCard while increasing Comcast Corp during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~41% of the portfolio. ...
H&E Equipment is currently priced as if its Return on Equity and margins will fail to improve post the pandemic. As a relatively smaller player, HEES was not able to absorb fixed costs as efficiently as its larger peers during the market downturn, which led to temporarily lower ma...
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 ...
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