Rentokil's Acquisition Of Terminix And Its Future, Why I'm Bullish

Industry Overview - Pest control is considered a secular growth industry, driven by urbanization and climate change [1] Company Analysis - Rentokil (NYSE: RTO, OTCPK: RKLIF) made a significant acquisition of Terminix, but the high price paid may limit future upside potential [1] Investment Background - The analyst has a PhD from MIT with a focus on data analytics in commodities markets [1] - Managed over $1 billion in a hedge fund in China under a profit-sharing agreement [1] - Established an RIA firm in Massachusetts in 2022, managing assets for high net worth individuals and family offices [1] - Current CIO and Portfolio Manager of Guinea Value Investments [1] - Investment performance has consistently outperformed the S&P 500 since inception [1] - Investment strategy focuses on deep value opportunities at cyclical troughs and event-driven catalysts [1]