In this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including:

Potential challenges as Ashtead scales to national accounts 
Why Ashtead may be more resilient than in prior cycles
Other major takeaways from the CMD

In this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including: Potential challenges as Ashtead scales to national accounts Why Ashtead may be more resilient than in prior cycles Other major takeaways from the CMD

Ashtead Investor Day 2024

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.

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Ashtead Investor Day 2024

Ashtead Investor Day 2024