Elizabeth Weymouth

Founder & Managing Partner, Grafine Partners
@ekweymouth · tracked since Mar 2026
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 -13.7%
WM long -10.5%
Most Mentioned
WM ×1
RSG ×1
Recent Calls
RSG long 3 months ago
WM long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -12.1% Long Return -12.1% Short Return -
Average Return
7d -3.5%
30d -3.6%
90d -12.7%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
RSG Republic... Republic Services Inc.
Long
Mar 03
$232.27
-13.7%
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.
Other
YOUTUBE
WM Waste Ma... Waste Management, Inc.
Long
Mar 03
$243.44
-10.5%
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.
Other
YOUTUBE
Showing 2 of 2 picks ยท sorted by mentions