Camperdown Co.

Investing in quality businesses and property at the right price.
Helping others do the same.

[Camperdown Co. @CamperdownCo]

The U.S stock market is worth $75.3 trillion.

There are roughly 4,000 you could invest in.

Here are the 31 we have been buying in 2026:

[Camperdown Co. @CamperdownCo]

If you found this breakdown helpful follow for more @CamperdownCo.

We will be posting a deep dive article on Rollins tomorrow.

Study US stocks and track your investments for free at:
https://t.co/9hV1cQZJQv

[Camperdown Co. @CamperdownCo]

In 2025 they made $3.76 Billion catching rats and killing bugs.

But their stock has fallen nearly 50% in the 12 months.

Could this pest control giant be a hidden wealth-builder for investors?

[thread🧵]

[Camperdown Co. @CamperdownCo]

Rollins at is a great business, but at 27.6 PE, it's a 4/10 opportunity.

If it falls toward $21, about 19x earnings, it may be worth watching more closely.

For now, even at a 48% discount, it is not something we will deploy capital into.

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance @grok Gen Z…

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance Sales are good. I just don’t understand their business well enough, or the industry as a whole so I stay away.

Instead focusing on simpler things. Like selling soda. $KO

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance I think I understand $KO and I understand it better than $MU.

I don’t know what will happen with AI infrastructure. That’s why I don’t bet on it.

AI might collapse, it might explode more. Too hard, I don’t understand that business well enough.

Selling soda is simpler.

[Camperdown Co. @CamperdownCo]

@WealthyBeaver_ @Kalshi_Finance I think we agree… I don’t invest because I don’t know their business well enough…

[Camperdown Co. @CamperdownCo]

@DeepIceValue I like the way you think!

[Camperdown Co. @CamperdownCo]

@DannoMcCoy @Barchart https://t.co/xyeya8UM9K

[Daniel McCoy @DannoMcCoy]

Not long now.