I bought my first shares of United Rentals (NYSE: URI ) stock at the depths of the COVID-19 panic. That purchase went on to become one of my best ever investment decisions, but after selling the position inI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate businesses as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Mechanical Engineering and an MBA, but ...