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The article discusses why the author sold Axon Enterprise and United Rentals despite them being excellent businesses, citing valid reasons for hitting the sell button even when a stock's price has gone up.

Brad Jacobs, a CEO with a successful track record, is launching a new venture called QXO to implement a roll-up strategy in the fragmented building products distribution industry. QXO has raised $5 billion to make acquisitions and disrupt the market through technology.

United Rentals, the largest equipment-rental company in the world, reported strong Q2 2024 results, impressing investors and leading to a 17.1% jump in its stock price in July. The company's business model, which involves renting out equipment and selling it at favorable prices, has made it a free-c...

Gibraltar Industries reported strong Q2 2024 earnings despite top-line challenges. The company slightly reduced its 2024 net sales outlook but remains focused on driving operational improvements and margin expansion across its segments.

This article highlights 5 companies with strong earnings surprise track records that are reporting earnings this week. The companies include Visa, Alphabet, Vertiv Holdings, ServiceNow, and United Rentals. The article discusses the earnings surprise history, stock performance, and valuation of these...