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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7814 followers
Created: 2025-03-06 18:31:13 UTC

Giverny Capital on Ashtead Group $AHT LN

Thesis: Ashtead Group is a UK-based equipment rental company primarily operating in the U.S. through Sunbelt Rentals, benefiting from a trend toward renting machinery amid skilled labor shortages and increasing pressure to minimize capital expenditures.

(Extract from their Q4 letter)

![](https://pbs.twimg.com/media/GlYLNE1XwAEK3OT.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1897716616109912224/c:line.svg)

**Related Topics**
[aht](/topic/aht)
[ashtead group](/topic/ashtead-group)
[$ahtl](/topic/$ahtl)
[$aht](/topic/$aht)
[coins meme](/topic/coins-meme)

[Post Link](https://x.com/StockCompil/status/1897716616109912224)