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THE SEARCH FOR SUPERSTARS – EPISODE ONE

March 2, 2023

United Rentals URI Buy @ $465

United Rentals is a fantastic business, really classy like Ashtead's Sunbelt with which it shares leadership of the North American equipment rental market (17pc for URI v 13pc for Sunbelt). It is worth buying for this but that doesn't make it a superstar. For that we need 'something new' and I think I may have found it.

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