The Dutch Investors 3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1
Oct 4, 2025
Explore three intriguing stock ideas that could expand your investment horizon. Discover Rentokil's effective pest control model, highlighting its strategic acquisitions and integration hurdles. Learn about Acomo's position in the global plant-based ingredients market, focusing on its decentralized sourcing and risk management. Delve into PAR Technology's innovative restaurant tech platform, showcasing its strong client relationships and growth potential. Each company presents compelling opportunities for savvy investors!
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Pest Control Is A Durable, Scalable Business
- Pest control is a low-capital, high-retention business with durable demand that grows above GDP as societies get wealthier.
- Scale drives margins and roll-ups create a barrier for small operators through acquisition and efficiency gains.
Roll-Ups Offer Structural Advantages And Short-Term Risk
- Large roll-ups like Rentokil gain pricing and margin advantages that small operators cannot match.
- Integration hiccups (e.g., Terminix) can create short-term weakness that markets may overreact to.
Acomo Adds Value Beyond Commodity Trading
- Acomo sources and adds value to plant-based ingredients via processing, traceability, and logistics across 100+ countries.
- Decentralized owner-operator units and multi-origin sourcing reduce supply shock and increase customer reliability.