Analyzing Good Businesses
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
AGB 2024.2 - Ashtead Group (AHT.L)
Ashtead is the 2nd largest equipment rental company in North America. The company supports 800k+ customers and has a fleet of 1M+ rental units, which…
Mar 11
•
YoungHamilton
33
Share this post
AGB 2024.2 - Ashtead Group (AHT.L)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
6
January 2024
AGB 2024.1 - Deere & Co. (DE)
Deere is the leading producer of agriculture related machinery (60% market share of tractors in North America). Founded in 1837, the company has a long…
Jan 29
•
YoungHamilton
29
Share this post
AGB 2024.1 - Deere & Co. (DE)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
8
December 2023
AGB 2023 - End of Year
A Few More Tweaks
Dec 31, 2023
•
YoungHamilton
27
Share this post
AGB 2023 - End of Year
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
AGB 2023.10 - Equity Lifestyle Properties (ELS)
Equity Lifestyle is one of the two largest owners of manufactured housing (MH), recreational vehicle (RV), marina properties. As of the third quarter of…
Dec 11, 2023
•
YoungHamilton
18
Share this post
AGB 2023.10 - Equity Lifestyle Properties (ELS)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
2
October 2023
AGB 2023.9 - Amphenol Corp (APH)
Amphenol is one of the leading designers and manufacturers of electronic connectors and sensors. The company started as a manufacturer of sockets for…
Oct 30, 2023
•
YoungHamilton
48
Share this post
AGB 2023.9 - Amphenol Corp (APH)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
2
September 2023
AGB 2023.8 - AutoZone (AZO)
AutoZone is the leading auto parts retailer in the U.S., mainly known for servicing the do-it-yourself (DIY) market. As of 2023, the company operated…
Sep 25, 2023
•
YoungHamilton
40
Share this post
AGB 2023.8 - AutoZone (AZO)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
11
August 2023
AGB 2023.7 - Ametek (AME)
Ametek is a leading industrial conglomerate specializing in electronic instruments and electromechanical devices. The company is a serial acquirer of…
Aug 21, 2023
•
YoungHamilton
45
Share this post
AGB 2023.7 - Ametek (AME)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
July 2023
AGB 2023.6 - U-Haul Holding Co. (UHAL)
U-Haul is the leading truck and trailer rental company for do-it-yourself moving in North America. The company started in 1945 by renting moving…
Jul 17, 2023
•
YoungHamilton
43
Share this post
AGB 2023.6 - U-Haul Holding Co. (UHAL)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
7
AGB 2023 - Mid Year Update
Optimizing for Sustainable Growth
Jul 3, 2023
•
YoungHamilton
27
Share this post
AGB 2023 - Mid Year Update
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
June 2023
AGB 2023.5 - Brown & Brown (BRO)
Brown & Brown is the 6th largest insurance broker based on 2022 revenues. The company acts as an intermediary between insurance carriers that provide…
Jun 5, 2023
•
YoungHamilton
50
Share this post
AGB 2023.5 - Brown & Brown (BRO)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
3
May 2023
AGB 2023.4 - United Rentals (URI)
United Rentals is the largest equipment rental company in the world with a fleet of over 1M rental units in 4.6k different equipment classes offered at…
May 1, 2023
•
YoungHamilton
41
Share this post
AGB 2023.4 - United Rentals (URI)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
7
March 2023
AGB 2023.3 - Casey's General Stores (CASY)
Casey’s is the 3rd largest convenience store (c-store) operator in the U.S. with over 2.4k locations under the Casey’s, GoodStop and Bucky’s brands…
Mar 27, 2023
•
YoungHamilton
33
Share this post
AGB 2023.3 - Casey's General Stores (CASY)
yhamiltonblog.substack.com
Copy link
Facebook
Email
Note
Other
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts