I’ve been doing some routine maintenance on the portfolio lately, getting rid of a couple of positions that just didn't convince me for the long haul: GoDaddy ($GDDY) and JD.com ($JD). Selling the weeds to focus on what truly aligns with my core strategy.
On the other hand, I used that capital to open a new position in $ROL (+14,24%) .
If you don't know Rollins, they are the absolute dominant player in pest control (you might know Orkin). It’s an insanely high-quality, resilient business with predictable cash flows. It almost always trades at demanding multiples, but seeing it at valuations we haven't seen in a long time made it an easy decision for me.
