4Mes·

$ROL (+0,64%)


Just had a pest control service here to have a wasp nest removed (again). The good man didn't come from Rollins, but he backed up my investment case in conversation anyway:


  • strong increase in orders, especially in the last 10 years
  • at the moment they could work 24/7 and still not be able to take on all orders
  • ongoing urbanization and population growth will lead to even more orders
  • extremely high demand has driven up prices for services enormously


All in all, it is simply a growth market as it is written in the book and there seems to be no end in sight.

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2 Commenti

immagine del profilo
Peter Lynch would be proud of you 👏
3
immagine del profilo
Interesting, Kgv and sales growth like a tech shop😂
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