Kerrisdale Capital on The Long Case for AMERCO – ValueWalk Premium

Kerrisdale Capital on The Long Case for AMERCO

From the famous value hedge fund, Kerrisdale Capital:

We believe that AMERCO ("UHAL" or the "Company") is highly undervalued. We are long the stock.

Our 30-page report explaining our long thesis for UHAL is embedded below:


AMERCO (NASDAQ: UHAL) 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 . . .


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