Dan and Simon dive deep into two of North Americaās waste-disposal giants ā Canadaās Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automationās impact, and from regulatory risks to why āboringā garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details of a surprisingly resilient industry.
Ticker of stocks and ETFs discussed: WCN.TO, WM
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