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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
United Rentals, Inc. (URI) was the second largest individual contributor to portfolio performance during the quarter. URI is the...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on United Rentals, Inc.
United Rentals is the leading North American equipment rental business benefiting from structural scale, technological capabilities, and market consolidation. The business is...
United Rentals, Inc. (URI) was the second largest individual contributor to portfolio performance during the quarter.
The fund exited United Rentals solely due to significant stock price appreciation, which depressed its expected future returns. While the underlying...