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P Pitch Archive Stock pitches across investing competitions
← Fall 2016

AMERCO

UHAL pitch long Jocelyn Doman ’17, Maria Muller ’17, William Hinman ’17, Mark Shohet ’17, Kenneth Chan ’18, Anton Korytsko ’18, Alexander Teixiera ’18

Thesis

AMERCO, the parent company of U-Haul, is a compelling investment due to its strong brand recognition and consistent demand for its rental services. The company's focus on expanding its fleet and improving customer experience positions it well for future growth.

Did it work?

worked confidence: high

The long thesis on AMERCO played out: over the ~10.3 years since the pitch, the stock returned +98.8%, nearly doubling and aligning with the bullish direction. Annualized, that is roughly 7% per year, a solid outcome consistent with the thesis's claims of steady demand for U-Haul's rental services and fleet-driven growth. With more than a decade elapsed—far beyond any reasonable horizon implied by the thesis—the positive return decisively supports the call, though the thesis itself was generic and did not hinge on specific catalysts.