Chemed (CHE) is a holding company which is currently the home to two businesses, Roto-Rooter (plumbing services) and Vitas (hospice care). Its capital allocation is second to none. They have a history of engaging in large, transformative transactions, when it is in the best interest of shareholders. Since 2003, they’ve settled into growing Roto-Rooter (via organic growth and acquisitions) and Vitas (mostly via green fielding new locations); paying a
Hey! Great writeup. One of my top positions is Water Intelligence (Roto Rooter's competitors from American Leak Detection). Any thoughts on them?
I leave you my writeup here just in case you're interested: https://oscar100.substack.com/p/water-intelligence-plc-watr
P.S: Do you have Twitter do that I can follow you?