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Copart: Purple Wave Integration and the Primacy of Buyer Density
Nov 19, 2025
Nov 19, 2025
Alta Equipment: End Market Cyclicality, OEM Relationship & Fleet Utilization
Sep 27, 2024
Partner Interview
Alta Equipment•US•Small CapDeere & CompanyHercCaterpillarVolvo Construction EquipmentUnited RentalsAshtead GroupScale EconomiesSerial AcquirerSep 27, 2024
IP Fieldwork Podcast
Ashtead Investor Day 2024
Jul 8, 2024
IP Podcast
Ashtead Group•GB•Large CapUnited RentalsHerc
Jul 8, 2024
Weekly update
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
May 8, 2024
Halma•GB•Large CapEquipmentShareVismaMedpaceLVMHRightmoveAutoNationLifcoZooplaAlign TechnologyStraumannConstellation SoftwareAshtead GroupUnited RentalsSwitching CostsSerial Acquirer
May 8, 2024
EquipmentShare: T3 Platform & Branch Operations
May 6, 2024
May 6, 2024
Weekly update
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Apr 18, 2024
Clarivate•GB•Small CapBerkshire HathawayRightmoveAO WorldEvotecAmazonAnalog DevicesmondaycomSalesforceConstellation SoftwareTexas InstrumentsAtlassianUnited RentalsSwitching CostsB2B Software
Apr 18, 2024
Sunbelt, United and Herc Rentals: Customer Perspective
Apr 17, 2024
Apr 17, 2024
EquipmentShare: Competing with Sunbelt and United Rentals
Apr 8, 2024
Apr 8, 2024
Sunbelt Rentals: Pump & Power Specialty Equipment
Feb 8, 2024
Feb 8, 2024
Weekly update
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Feb 7, 2024
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited RentalsSwitching CostsB2B Middlemen
Feb 7, 2024
IP Research Survey
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Feb 6, 2024
IP ResearchUnited Rentals•US•Large CapHercAshtead Group
Feb 6, 2024
Sunbelt vs United: the Nature of Equipment Rental Competition
Feb 1, 2024
Feb 1, 2024
Weekly update
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Dec 22, 2023
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead GroupNetwork EffectsMarketplaces & Platforms
Dec 22, 2023
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
Dec 18, 2023
Partner Interview
Ashtead Group•GB•Large CapUnited RentalsSunbelt RentalsH&E Equipment ServicesEquipmentShareAhern RentalsCaterpillarHercDec 18, 2023
IP Fieldwork Podcast
Ashtead & Equipment Rental
Jun 29, 2023
In Practise Podcast
Ashtead Group•GB•Large CapUnited RentalsH&E Equipment Services
Jun 29, 2023
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
Jun 27, 2023
Partner Interview
United Rentals•US•Large CapHercIngersoll RandSunbelt RentalsCASE Construction EquipmentEquipmentShareCooper Equipment RentalsJun 27, 2023
Weekly update
Weekly Update: Tesla vs Cruise, IDEXX, URI / AHT & Herc Rentals, Alpha Group
May 31, 2023
Tesla•US•Mega CapGeneral MotorsGoogleUnited RentalsAshtead GroupBrand EquitySerial Acquirer
May 31, 2023
Herc Rentals, Sunbelt, & United Rentals Competition
May 30, 2023
Partner Interview
Herc•US•Mid CapHertz GlobalUnited RentalsAshtead GroupSunbelt RentalsAhern RentalsEquipmentShareH&E Equipment ServicesSunstate EquipmentJLG IndustriesSkyjackGenieMay 30, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Mar 24, 2023
IP Dialogue
United Rentals•US•Large CapAshtead GroupMar 24, 2023
Weekly update
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Jan 4, 2023
Danaher•US•Large CapUnited RentalsAshtead GroupConstellation SoftwareAmazonHalmaSwitching CostsSerial Acquirer
Jan 4, 2023
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