Category Archives: [UHAL] AMERCO

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[EQIX] Equinix, [INXN] Interxion Holdings, [RYAAY] Ryanair, [UHAL] AMERCO, Quick Blurbs

Quick Blurbs [Ryanair, Equinix, Interxion, Amerco]

Posted on by scuttleblurb
[RYAAY – Ryanair] Anchor Post: [RYAAY – Ryanair] Low Cost Flywheel In mid-September last year, Ryanair announced that it would be cancelling 2% of its daily flights over the subsequent 6 weeks to free up aircraft and ensure punctual departure times for the other 98%.  The press attributed this snafu, which inconvenienced 0.5% of Ryanair’s […]

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[CF] CF Industries, [SIG] Signet Jewelers, [UHAL] AMERCO, Quick Blurbs

Quick Blurbs [CF Industries, Signet Jewelers, Amerco]

Posted on by scuttleblurb

(2,536 words) [SIG – Signet Jewelers] I have zero interest in this stock, but sometimes it’s fun to reminisce on missed calls.  About a year ago, a friend who manages a long/short fund was considering shorting SIG and asked for my opinion.  I said I thought it was a bad idea.  At the time, the […]

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[UHAL] AMERCO

[UHAL – Amerco] Thoughts on Cyclicality

Posted on by scuttleblurb

I’m favorably biased towards UHAL (I wrote about the company in an investor letter that you can find here).  A friend and subscriber who’s opinion I value holds a contrary point of view, that view being UHAL is a cyclical business trading at a somewhat above average multiple on peak margins whose profits will decline dramatically in […]

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