REMINDER EVENT TODAY | AMERCO (UHAL) BLACK BOOK

09/09/21 08:41AM EDT

Event Link: https://app.hedgeye.com/m/P7)/a8ny90/event-reits-black-book-9-9

KEY PRESENTATION TOPICS

  • Introduction
    • Position Monitor review
    • Macro & Quads
  • Long UHAL
    • Overall thesis
    • Review of business segmentation
    • Focus on self-storage and equipment rentals segment - using the "80/20" rule
    • In-depth review of the metrics given lack of sell-side coverage
    • SOTP Valuation
    • IRR analysis on the stock
    • Appendix:
      • Earnings model
  • Q&A

Please call or e-mail with any questions.

Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
Cell:

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