Elizabeth Weymouth 1.5 2 ideas
Founder & Managing Partner, Grafine Partners
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By sector
Stock
2 ideas
-3.6%
Top tickers (by frequency)
WM
1 ideas
0% W
-3.3%
RSG
1 ideas
0% W
-3.9%
Best and worst calls
Best calls
WM LONG
-3.3%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services....
Mar 03
RSG LONG
-3.9%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services....
Mar 03
Worst calls
RSG LONG
-3.9%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services....
Mar 03
WM LONG
-3.3%
Grafine Partners is avoiding software and backing "boring businesses" like waste management and infrastructure services....
Mar 03
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.
Founder & Managing...