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Nov 19, 2025

Copart: Purple Wave Integration and the Primacy of Buyer Density

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IP Interview
CopartUSLarge CapPurple WaveIAARitchie Bros AuctioneersSunbelt RentalsUnited RentalsHercNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerIndustrialsConsumer Discretionary
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IP Research Resource
Oct 24, 2024

Our New Physical Book Release

Limited Edition Clothbound Hardback Book
DanaherUSLarge CapSpotifyCostco WholesaleTransDigm GroupLVMHNintendoPernod RicardDominos PizzaConstellation SoftwareSunbelt RentalsNetwork EffectsScale EconomiesSwitching CostsBrand EquityCornered ResourceProcess PowerMarketplaces & PlatformsLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerUnique IP & BrandsOEMs w/ Installed BaseFranchisorsB2B SoftwareCommunication ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealth CareInformation Technology
Dec 18, 2023

Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects

Partner Interview
Ashtead GroupGBLarge CapUnited RentalsSunbelt RentalsH&E Equipment ServicesEquipmentShareAhern RentalsCaterpillarHercSerial AcquirerIndustrials
Jun 27, 2023

Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing

Partner Interview
United RentalsUSLarge CapHercIngersoll RandSunbelt RentalsCASE Construction EquipmentEquipmentShareCooper Equipment RentalsSerial AcquirerIndustrials
May 30, 2023

Herc Rentals, Sunbelt, & United Rentals Competition

Partner Interview
HercUSMid CapHertz GlobalUnited RentalsAshtead GroupSunbelt RentalsAhern RentalsEquipmentShareH&E Equipment ServicesSunstate EquipmentJLG IndustriesSkyjackGenieSerial AcquirerIndustrialsMaterialsCommunication Services

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