Waste360/Stifel Survey Shows Industry Fundamentals Have Not Peaked

We have an “Own a Solid Waste Company” thesis. Solid waste should be a core holding and then trade around it. When the market wants to be defensive overweight a position; when deep cyclicals are in favor underweight and otherwise be market weighted solid waste.

Stifel and Waste360 have launched a survey partnership. The first survey is comprehensive to set some baseline data points. We will then dig deeper into specific topics in future surveys. The objective in this survey was to establish a baseline of analysis covering collection, recycling, disposal and capital spending. We dug into price and volume trends across customer type in collection and capital spending patterns across service lines and disposal offered.

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