Rapid7 Stock: Quality Business Trading Attractively In A Thriving Industry (NASDAQ:RPD)

da-kuk Investment thesis Our current investment thesis is: RPD appears to be cheap exposure to the cybersecurity industry, which is currently experiencing a long-term tailwind, with mass adoption and significant innovation. RPD appears at the forefront of this, already cloud-capable with a broad integration base, with development in the areas of machine learning and behavioral…

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Rentokil Initial: Thriving Compounder In A Market Leading Position (NYSE:RTO)

Dan Kitwood/Getty Images News Investment thesis Our current investment thesis is Rentokil Initial plc (NYSE:RTO) (OTCPK:RKLIF) is an incredibly attractive business, with a market-leading position in various essential services segments globally. This is developed through scale and deep expertise, allowing the company to create long-term relationships with clients. The company’s strategy of bolt-on M&A has…

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