U-Haul is an American-based moving equipment and storage business. The company started as a trailer rental business focused on helping people move long distances. Sleepwell Capital brings his expert knowledge of U-Haul for a great discussion regarding the history and future of the company. Enjoy the show!
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Sleepwell's written deep dive on Uhaul: https://sleepwell.substack.com/p/is-america-ready-to-move-again?r=rteq6&utm_campaign=post&utm_medium=web
Forbes article on the Uhaul family history: https://www.forbes.com/sites/luisakroll/2016/02/10/inside-u-hauls-rollercoaster-ride-from-nastiest-family-feud-to-market-dominance/?sh=9de8b6c3bb50
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Timestamps
Uhaul | (3:19)
Industry Growth | (26:00)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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