Amerco Holdings (U-Haul)

Founded in 1945, U-Haul and it’s white and orange trucks have become synonymous with do-it-yourself moving in North America. The company recently crossed 20,000 company operated stores and franchised stores across North America, leading to a growing moat in the one-way moving segment. Along with it’s growing moving segment, the company has increased it’s EPS at a CAGR of 17% over the last 10 years!

Courtsey alleganu-stor.rumspeed.net

Is this good business at a discount to intrinsic value? What is a reasonable projection of the future? To find out, you can read my report on U-Haul here.