Letters by company

Republic Services, INC.

1 letter discussing RSG. Everything written about it on this site is on its ticker page.

The London Company Large Cap – 2Q2026 vs. Russell 1000 Value Market Update The Large Cap portfolio retained its quality bias as AI-led semiconductor and cyclical leadership left Quality and Yield factors behind. It trimmed Alphabet to maintain position limits, added to Republic Services for its defensive waste-services model, and argues that elevated AI spending, index concentration and valuations warrant discipline. 2Q2026 ENTG $26BGOOGL $4.2TMLM $35B