Republic Services, Inc.
RSG
position
long
TH
Thesis
Republic Services has capable management and good assets, making it a solid alternative to Waste Management, which is currently in the portfolio.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the management and asset quality of Republic Services may still hold true, the lack of concrete performance metrics leaves the outcome uncertain.
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