Rentokil: Industry Tailwinds, A Turnaround, And A High Caliber Activist Investor
I have been following the pest control industry for many years. I have been attracted to its capital light, non-cyclical characteristics, as well as its increasing client retention ratios, especially as more customers are coming fromAnalyst’s Disclosure: I/we have a beneficial long position in the shares of RTO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...