We just recorded a video where we discuss Ashtead, an investment we first made in December 2017, and then again in March 2020.
Given everything that is happening in the world, we thought it would be a good time to look at the company's latest results, and see if it's still a solid business.
We discuss why we made the investment in the first place, we compare its financials to that of its closest competitor, we discuss the latest results, and we talk about if we would invest more at this point.
And for your reference, we have included a price chart below where our entry points are circled.
Enjoy,
Lars and Roshni
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