81 min listen
Episode 15 — Tim Mulrooney, Rockstar Analyst of Pest Control, Brings His Unique Perspective to the Buzz
Episode 15 — Tim Mulrooney, Rockstar Analyst of Pest Control, Brings His Unique Perspective to the Buzz
ratings:
Length:
104 minutes
Released:
Aug 6, 2020
Format:
Podcast episode
Description
Asset managers, hedge funds and private equity firms, collectively managing almost $1 trillion, call on Tim Mulrooney for his investment advice. As William Blair’s service analyst, he covers 20 stocks, but spends more than 50% of his time focusing on the pest control and three key players, Rollins, ServiceMaster and Ecolab.
Tim and Paul have debated valuation, asset price inflation, industry growth and fundamentals for years, but today he joins Paul and Patrick on The Buzz.
When Tim isn’t consuming The Boardroom Buzz, he’s consuming Milk Bottle Cookies. And when he isn’t consuming cookies, he is shopping for pest control services to test providers — rotating service providers as often as a termite swarm.
In an episode that barely squeaked by Tim’s compliance department, join Paul and Patrick as Tim details his thesis on the growth of the pest control industry and what he’s telling investors about where to put their money.
Email Tim for access to his freshly released report (tmulrooney@williamblair.com)
Tim and Paul have debated valuation, asset price inflation, industry growth and fundamentals for years, but today he joins Paul and Patrick on The Buzz.
When Tim isn’t consuming The Boardroom Buzz, he’s consuming Milk Bottle Cookies. And when he isn’t consuming cookies, he is shopping for pest control services to test providers — rotating service providers as often as a termite swarm.
In an episode that barely squeaked by Tim’s compliance department, join Paul and Patrick as Tim details his thesis on the growth of the pest control industry and what he’s telling investors about where to put their money.
Email Tim for access to his freshly released report (tmulrooney@williamblair.com)
Released:
Aug 6, 2020
Format:
Podcast episode
Titles in the series (100)
Episode 13 — Incentive Structures, Opportunity Costs, Mindset and the Great Terminix / Copesan Disengagement by The Boardroom Buzz Pest Control Podcast