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United Rentals

6 statements across 2 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Apr 22, 2024 by David Senra · said 21 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by David Senra (21)

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2024 21 mentions in 2 episodes 11 per episode

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Everything said about United Rentals, oldest first

Apr 22, 2024
Assertion Supported
Brad Jacobs built the world's largest equipment rental company in 13 months
“Within 13 months, we had built the largest equipment rental company in the world.”
David Senra Apr 22, 2024 ▶ 2:38 How To Make A Few Billion Dollars by Brad Jacobs
Apr 22, 2024 positive
Assertion Supported
United Rentals reached $1B revenue in 13 months; Hertz took 37 years
“Hertz did this. And they built up a national equipment rental chain to about a billion dollars of annual revenue over the course of 37 years. United Rentals did that in 13 months.”
David Senra Apr 22, 2024 ▶ 45:15 How To Make A Few Billion Dollars by Brad Jacobs
Dec 19, 2024 bullish
Assertion Supported
United Rentals reached $1B revenue in thirteen months; Hertz took 37 years
“Hertz did this, and they built up a national equipment rental chain to about a billion dollars of annual revenue over the course of 37 years. United Rentals did that in 13 months.”
David Senra Dec 19, 2024 ▶ 1:20:00 Breakfast with Brad Jacobs + How To Make A Few Billion Dollars
Dec 19, 2024 positive
Assertion Not checkable as stated
United Rentals acquired Wynne Systems to access industry-wide macroeconomic data
“Owning win accomplished two things. One, we had an industry-best platform that we can continue to develop internally for our own use, and the acquisition gave us access to aggregated, anonymized data on macro trends across, across the industry.”
David Senra Dec 19, 2024 ▶ 1:12:39 Breakfast with Brad Jacobs + How To Make A Few Billion Dollars
Dec 19, 2024 positive
Insight
Deals Brad Jacobs avoided contributed more to his success than completed ones
“The deals I've avoided have contributed more to my success than the deals I've done.”
David Senra Dec 19, 2024 ▶ 1:15:02 Breakfast with Brad Jacobs + How To Make A Few Billion Dollars
Dec 19, 2024 positive
Assertion Supported
United Rentals stock delivered over 100x returns since its $3.50 inception
“United Rental Stock is a hundred bagger. The share price at inception was three dollars and 50 cents, and it now trades at more than a hundred times that price.”
David Senra Dec 19, 2024 ▶ 37:44 Breakfast with Brad Jacobs + How To Make A Few Billion Dollars
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