Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC Markets A correction is warranted to this U-Haul post, where I observed the following: …utilization has been declining for decades, the downward trend interrupted only by brief, one-off reversals like the post-GFC recovery and the COVID surge. (U-Move refers to […]
Category Archives: [UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells annuities. It boasts a ubiquitous brand synonymous with do-it-yourself moving that until recently was buried beneath the non-descript banner of its parent company, Amerco. It runs the 4th largest self-storage operation in the US by square footage but is rarely […]
[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 […]