Valuehive podcast and Ashtead investment thesis deep dive

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)

​​https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651?i=1000587476466