Buzzberg Cup Live

Elizabeth Weymouth

Founder & Managing Partner, Grafine Partners
@ekweymouth · tracked since Mar 2026
Calls
2
Win Rate
0.0%
return
-3.0%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
RSG Long -4.3%
WM Long -1.7%
Most Mentioned
WM ×1
RSG ×1
Recent Calls
RSG Long 4 months ago
WM Long 4 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -3.0% Long Return -3.0% Short Return -
Average Return
7d -3.5%
30d -3.6%
90d -12.7%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 03
$232.27
-4.3%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services. As capital flees complex, high-valuation tech/software private equity due to AI disruption fears, it rotates into tangible, cash-flow-positive industrials that are essential services regardless of war or inflation. LONG Waste Management / Republic Services as a flight-to-safety trade. High valuation multiples in the defensive industrial sector.
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services. As capital flees complex, high-valuation tech/software private equity due to AI disruption fears, it rotates into tangible, cash-flow-positive industrials that are essential services regardless of war or inflation. LONG Waste Management / Republic Services as a flight-to-safety trade. High valuation multiples in the defensive industrial sector.
Construction & Infrastructure
Long
Mar 03
$243.44
-1.7%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services. As capital flees complex, high-valuation tech/software private equity due to AI disruption fears, it rotates into tangible, cash-flow-positive industrials that are essential services regardless of war or inflation. LONG Waste Management / Republic Services as a flight-to-safety trade. High valuation multiples in the defensive industrial sector.
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services. As capital flees complex, high-valuation tech/software private equity due to AI disruption fears, it rotates into tangible, cash-flow-positive industrials that are essential services regardless of war or inflation. LONG Waste Management / Republic Services as a flight-to-safety trade. High valuation multiples in the defensive industrial sector.
Construction & Infrastructure
Showing 2 of 2 calls · sorted by mentions

Elizabeth Weymouth has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: WM, RSG.