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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

The pitch is a qualitative long thesis arguing Republic Services has capable management and good assets as an alternative to Waste Management, with no stated price target, catalysts, or time horizon. No price performance data is available and no time elapsed is known, so there is neither a return to weigh against the long direction nor any specific thesis event to confirm or invalidate. Without these inputs, the outcome cannot be judged.