In this audio-only analysis, we explore Ashtead and the equipment rental business. We discuss:

Evolution in US equipment rental market structure
 Ashtead's competitive advantage
Equipment rental pricing
Valuation

In this audio-only analysis, we explore Ashtead and the equipment rental business. We discuss: Evolution in US equipment rental market structure Ashtead's competitive advantage Equipment rental pricing Valuation

Ashtead & Equipment Rental

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

Share Ashtead & Equipment Rental

Sign up to save your podcasts

Ashtead & Equipment Rental

Ashtead & Equipment Rental