Rebellious Allocations

Nicholas Lieb on Cintas (CTAS)


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Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicholas Lieb discuss Cinta’s corporate history, business model, competitive position in the uniform rental and related markets, its competitive advantages, management team, growth opportunities and acquisition engine, pricing power, recurring revenue, margins and returns on invested capital, risks, and more.

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Rebellious AllocationsBy Bastion Fiduciary