In this conversation, Samer Hakoura, Founder of Alphyn Capital and experienced investor, shares his insights on Ashtead Group, exploring its competitive advantages and growth potential. He recounts his unique journey from managing a Caribbean supermarket to navigating public markets. Listeners gain valuable perspectives on unit economics, the impact of debt, and the dynamics between Ashtead and its competitor, United Rentals. Samer's reflections on investment strategies and the importance of due diligence offer a compelling overview for aspiring investors.
