Triton International Ltd. (TRTN) Social Stream

Featured Post From StockTwits About TRTN

$TRTN is a top pick for these 2 professional portfolio managers:
https://www.twst.com/interview/three-companies-promising-double-digit-returns-over-the-long-term?in=38d7b
"Triton is the largest intermodal container leasing company in the world.

We think it’s a high-quality business that’s got some very important scale and network advantages.

They’ve got a more competitive cost base to leverage than their peers, given their size. They’re the market leader. The size and scale of their network provides their customers with a certainty of delivery and quality of service.

The container is a small percentage of their customers’ opex, but it’s absolutely critical to their business. And the size and the scale of their network also allows them to generate significantly higher returns in the re-lease and re-sale portions of a container’s lifecycle, which is really important for the returns of the business.

Additionally, the business is not as cyclical as people think. People tend to think about it as a cyclical, commodity industry. I’ve just mentioned a few reasons..."