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@CorbettEko "$AHT.L repurchased 1.93M shares last month at an average of XXXXX spending 83.8M ($106M) retiring XXXX% of stock. Part of a $1.5B program (6% of market cap) aligning with management's indicated shift from capex to capital returns based on market outlook"
@CorbettEko on X 2025-06-25 17:37:35 UTC 2168 followers, XX engagements

"@DurableCreators @lhamtil Great list Would add US equipment rental as oligopoly with United Rentals Ashtead and Herc"
@CorbettEko on X 2025-07-20 17:14:07 UTC 2154 followers, XXX engagements

"Interesting slide from $AHT.L's recent earnings. Highlighted structural progression of industry equipment rental industry"
@CorbettEko on X 2025-06-25 23:13:53 UTC 2165 followers, XXX engagements

"@MoS_Investing $AHT.L $CCCS $CHE $EDR.MC $TIC $TTAM"
@CorbettEko on X 2025-07-04 11:32:01 UTC 2174 followers, XXX engagements

"Interesting. Agree the travel subscription model is very attractive. It took $EDR.MC two years to reach 450k prime members and they were the #1 flight retailer in Europe at the time. Theyve been firing on all cylinders but the market just doesnt seem to care much about their execution. What do you think makes Travelzoos situation different Are there specific factors that might give them an advantage"
@CorbettEko on X 2025-07-22 00:57:08 UTC 2168 followers, XXX engagements

"OEMs zero in on growing equipment rental market $URI $AHT.L $HRI"
@CorbettEko on X 2025-07-06 13:04:42 UTC 2167 followers, XXX engagements