我们来谈谈“United Rentals”。该公司今年迄今为止表现良好，并认为从当前时点看还有更多机会。你喜欢United Rentals的哪些方面？
Let's talk about " United Rentals". The company has performed well so far this year, and sees more opportunities from this point. What do you like about United Rentals?
说实话，想到United Rentals这样的公司让人很安心。我的意思是，它不是一家科技公司。我们其实不需要太了解它具体做什么。它只是出租大型资本设备和建筑设备。它已经存在了很长时间，通过收购和合并规模较小的租赁公司来实现增长。它已经这样做了300多次。
Honestly, it's very comforting to think about a company like United Rentals. I mean, it's not a technology company. We don't really need to understand much about what you do. It simply rents out large capital equipment and construction equipment.
It has been around for a long time, and it grows by buying and merging smaller leasing companies. I have done that more than 300 times.