UHAL - stevehemingway/trading GitHub Wiki


tags: [potential/long, thesis/value]

Amerco

This is better known as U-Haul: self-drive trailers and vans and storage in the USA and Canada.

I think this is worth some attention. It is investing and has had recent strong revenue growth (although profits have yet to show much change).

The RoE is nearly 20%. This is a long-established strong brand that is still growing and is producing good profits, with a P/E which is under 10.

I need to understand the company more, but it seems to have solid fundamentals.

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