Industry & Services >> Analyst Interviews >> January 23, 2012

Rental & Leasing Penetrates Builders’ Cost-Structure Variabilization – David Wells – Thompson Research Group

David Wells is a Senior Equity Analyst at Thompson Research Group covering the construction equipment and construction services industries. Prior to TRG, Mr. Wells joined Avondale Partners LLC in September 2006 as an Associate Equity Analyst. Previously, he was with Accenture in its financial services consulting practice. He is a magna cum laude graduate of Wake Forest University. Profile
TWST: Where is your focus in this space?

Mr. Wells: We focus on the equipment side of things. So primarily the heavy equipment used in construction, not necessarily in car or aircraft or anything like