Kerrisdale Capital Management
Hedge fund manager, long/short equity, value, special situations

Amerco: Move And Store Your Cash In This Stock

We think that AMERCO (NASDAQ:UHAL) is undervalued. Our full report is available here.

AMERCO is an underfollowed holding company that owns one of America's most ubiquitous businesses: U-Haul, the nation's dominant do-it-yourself ("DIY") moving company. For over 60 years, numerous well-financed competitors have tried, and failed, to encroach on U-Haul's ever-growing lead in the DIY moving equipment rental market. Today, U-Haul controls its market niche, with more than 8x as many hubs as its nearest competitor, and is growing revenue and profit at a steady clip while gaining market share.

Yet despite the fact that UHAL is very likely to grow its cash flow consistently and significantly over the next 5, 10 and 20 years, AMERCO trades

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