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Posts tagged United States

Ashtead: On The Ground

A specialty finance business riding the American construction boom.

Companies, InvestingGraham Rhodes21 July 2023Ashtead, TSMC, Equipment Rental, United States, United Rentals

Omaha 2023

My first trip to America in five years.

GurusGraham Rhodes14 May 2023Berkshire Hathaway, Warren Buffett, Omaha, United States

Techtronic Industries: Powering On

Cyclical Headwinds vs. Structural Growth.

CompaniesGraham Rhodes12 April 2023Techtronics, United States, Power Tools