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$RSG

2 theses
bullish 50%neutral 50%bearish 0%
Avg return (3m)
—
Win rate (3m)
— (0 resolved)
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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 21, 1:30 PM ET
$RSGr/ValueInvestingStock Analysisbullish
u/Consistent-Radio-428 · 29d ago1 prior · awaiting results
“This is my most recent play”

Republic Services (RSG) got to be the most boring near-monopoly on the market that nobody thinks to buy

RSG operates a near-monopoly garbage collection and landfill business with durable pricing power, evidenced by revenue growth from $10B to $16.6B and free cash flow doubling from $1.2B to $2.4B since 2018. The high barriers to entry (established routes and locked-in permits) enable consistent price increases and make RSG an overlooked defensive growth play.

Now $229.92as of Oct 21, 1:30 PM ET
original post →
$RSGr/ValueInvestingStock Analysisneutral
u/raytoei · 158d ago25 prior · awaiting results

10 Quality Stocks That Hit New Lows This Week—and Look Like Bargains - Barron’s

Republic Services is a steady-growth, moat-protected garbage and recycling business with 90%-plus customer retention, but currently trades at a rich 28x 2026 earnings despite subpar 4% near-term growth. Earnings acceleration is expected in 2027, though the stock is rarely cheap.

Now $229.92as of Oct 21, 1:30 PM ET
original post →

End of results.