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-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…
Kerrisdale Capital on The Long Case for AMERCO
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