Samer Hakoura: Ashtead Group $AHT Deep Dive

<p>Please enjoy our conversation with Samer Hakoura, Founder of <a href="https://www.alphyncap.com/" target="_blank">Alphyn Capital</a>.&nbsp;</p> <p>We covered everything that an investor needs to know about Ashtead Group (LSE: $AHT), whether it is Ashtead’s history, what is their business, Ashtead’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth.&nbsp;</p> <p>Plus, Samer shares his investment journey such as how did he manage to run a Caribbean Supermarket and and what could possible go wrong with his Ashtead Investment.</p> <p>Check out the time-stamp below:</p> <ul> <li>[0:00] Who is Samer Hakoura?</li> <li>[2:50] Running a Caribbean Supermarket</li> <li>[8:00] Synthetic Leverage</li> <li>[12:20] Ideal Investment</li> <li>[14:40] Differences between private investing and investing on the public markets?</li> <li>[16:20] Ashtead Group (LSE: AHT)</li> <li>[19:00] Due Diligence</li> <li>[22:00] Ashtead’s History</li> <li>[33:30] Ashtead’s Unit Economics</li> <li>[38:40] Competition: United Rentals vs Ashtead.</li> <li>[50:00] Ashtead’s Exposure to the Macro Environment?</li> <li>[59:00] Why Ashtead has so much debt?</li> <li>[1:01:20] The Bear Case for Ashtead?</li> <li>[1:07:00] More from Sam and Closing Questions</li> </ul> <p>If you like what you heard, follow Samer on Twitter <a href="https://twitter.com/SamerHakoura" target="_blank">@SamerHakoura</a>.&nbsp;</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingman