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Active Discussions

• United Rentals Acquiring H&E Equipment Services in ALL CASH Deal
  JRo, 
• "Generational" Growth Opportunity for Infrastructure According to Goldman Sachs
  JRo, 
• “$2 trillion in hyperscaler cloud capex could be deployed in the next five years”
  JRo, 
• Excellent letter from Samantha McLemore (Bill Miller’s #2 for 20 years)
  Cale, 
• FT Article on Microreactors (Small Modular Reactors)
  JRo, 

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