3 New interesting companies - Rentokil Initial plc
2 months ago
The Dutch Investors
"RTO (quick overview): World's largest pest control co w/ capital-light, recession-resistant recurring model. $6B Terminix acquisition (2022) created integration struggles, 40% stock drop since announcement. Market overreacting to short-term issues vs quality biz w/ scale advantages, roll-up strategy (200+ acquisitions decade), 50%+ US market share w/ Rollins."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
3 New interesting companies - Rentokil Initial plc
Source:
The Dutch Investors
Published:
October 4, 2025
Idea Type:
Stock Idea