IP Fieldwork Podcast
Published July 8, 2024
Ashtead Investor Day 2024
inpractise.com/articles/ashtead-investor-day-2024
Why is this interview interesting?
In this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including:
- Potential challenges as Ashtead scales to national accounts
- Why Ashtead may be more resilient than in prior cycles
- Other major takeaways from the CMD
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week.
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