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BULLISHCore thesis · 5/5

Rentokil turnaround to compounder narrative

The bull case made for Rentokil: a successful post-merger integration fix could shift its narrative from a troubled turnaround to a high-multiple compounder like Rollins.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rentokil turnaround to compounder narrative · Zortix