How Are We Doing?: A Second Look at Amerco (UHAL)

September 7, 2016 Moats, Process 7 Comments

This post is the second in an occasional series where we will review our previous analysis – the good, the bad and the ugly – to discern what we are doing right and what we can improve. After the self-flagellation…

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Amerco (UHAL) and Hertz (HTZ): Emerging Moats?

July 2, 2013 Moats 3 Comments

Thus far, we have looked at two great companies and one not so great company.  Now, we will look at something even more exciting for the value investor:  2 mediocre companies that seem to have emerging moats.  If we can…

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