United Rentals: The Post-Earnings Surge Puts It Just Outside My Buy-Zone

Core Insights - The article discusses the author's successful investment in United Rentals (NYSE: URI) during the COVID-19 market downturn, highlighting it as one of the best investment decisions made [1] - The author emphasizes a business-focused evaluation approach rather than viewing companies merely as stock tickers, indicating a strategy of investing when market mispricing occurs [1] Company Analysis - United Rentals was purchased at a low point during the COVID-19 panic, leading to significant gains for the author [1] - The author has managed multiple portfolios that have consistently outperformed the S&P 500 index since 2020, suggesting a strong investment strategy [1] Investment Philosophy - The author holds a degree in Mechanical Engineering and an MBA, but credits much of their investment knowledge to learning from renowned investors like Warren Buffet, Charlie Munger, Phil Fisher, and Nick Sleep [1]