1 deck published between 2023-10-04 and 2023-10-04 — 89 pages, 89 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Rollins is the 'Cockroach' of activism: SEC settlement, auditor swap, family insider sales, and a 27x EBITDA multiple set up 30-40% downside as Rentokil/Terminix and PE roll-ups erode the moat.