- Entry
- $16.89
- Now
- $18.51 +9.6%
- Target
- —
- Score
- —
Here you go: **The thing propping up EQPT isn’t the fleet, it’s a tax pitch that won’t survive contact with the IRS** Everyone is arguing about the short report and whether the self dealing stuff is real. Doesn’t matter. There’s a simpler problem that works even if every word of that report is wrong. EQPT doesn’t own most of its fleet. It’s in their own S-1. About $5.1 billion of equipment, over half of it, belongs to outside participants in …
— ORIGINAL POST ·
Where EQPT starts full unravel
· r/ValueInvesting
· Jul 27, 2026