RSG Republic Services Inc.

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12:48
Mar 03
Elizabeth Weymouth Founder & Managing Partner, Grafine Partners Bloomberg Markets
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.
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About RSG Analyst Coverage

Buzzberg tracks RSG (Republic Services Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.