Amerco [UHAL]

Mid-Year Review [July 2020]

By / July 12, 2020 / Air Products [APD], Amerco [UHAL], Carmax [KMX], Carvana [CVNA], FairFax [FRFHF], FedEx [FDX], Mid-Year Reviews, Paywall, RH [RH], Rolls Royce [RYCEY], Simon Property Group [SPG], XPO Logistics [XPO]

I hesitated before deciding to write mid-year review of some of the companies I talked about because I do not want this blog to be seen as a place to receive stock tips or buy/sell recommendations. Rather, I consider this blog as a real-time journey into my research process. Sometimes I encounter a really great …

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Amerco: The 83-Year-Old Family Dynasty

By / June 4, 2020 / Amerco [UHAL], Extra Space Storage [EXR], Paywall, Public Storage [PSA]

Introduction U-HAUL probably has one of the craziest corporate histories in American history. U-Haul was founded by Leonard Shoen, whose google search profile picture is, interestingly, actually a picture of his son, Joe Shoen: Leonard founded UHAL in 1943 with his wife, Anna Mary. After World War II, during the so-called “Great Society” era of …

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