I was honored to be invited on the Value Hive podcast to discuss the investment merits of Ashtead Group Plc (LSE: AHT).
Thanks to Brandon Beylo for a fun discussion.
We discuss Ashtead's history, business, competitive advantages, unit economics, value, and why I believe there is potential for future free cash flow margin expansion and revenue growth.
(Plus, I share some of my investment journey such as how I managed to own a Caribbean supermarket)
Founder and Chief Investment officer of Alphyn Capital Management, LLC.