Substack · El Substack de @EnsayoBursatil · EnsayoBursatil
TESIS: ROLLINS
Análisis cualitativo, solidez del foso económico y valoración financiera de un compounder defensivo
Since publication +6.3% α +6.7 pp vs S&P 500 · USD
US · 4 entries · 4 publications
ROL
Rollins Inc
- Entries
- 4
- Bullish
- 1
- Bearish
- 0
- First
- Jul 20, 2025
- Latest
- Sep 23, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on ROL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 1 entry
- August 2026 2 entries
Substack · Andvari’s Substack · Douglas Ott
Rollins (ROL) Full Investment Report
A 125-Year-Old Pest Control Business With Generations of Runway Still Left
Since publication −4.1% α −3.2 pp vs S&P 500 · USD
Substack · Michael | Stock Spotlight
Rollins After the Reset: Growth, Competition & Valuation
Revisiting my first ever Stock Spotlight deep dive to see what has changed for Rollins ($ROL).
Since publication −8.0% α −7.4 pp vs S&P 500 · USD
- July 2025 1 entry
Substack · JuanLu DH · Inversión & Finanzas · JuanLu DH
Rollins - ROL
La empresa que convierte el control de plagas en beneficios constantes desde hace más de 70 años. Un negocio defensivo, recurrente y rentable.
Since publication −37.6% α −59.4 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.