Jan. 27 at 4:12 AM
Ecolab (
$ECL) – the world leader in water, hygiene, and infection prevention solutions. They help keep food safe, hospitals clean, hotels spotless, and now support the massive water needs of AI data centers. Strong moat: huge scale, hard-to-switch systems, and recurring products that customers rely on every day. Recent wins: record operating margins, solid cash flow, top sustainability ratings, and a nice dividend increase. Not a rocket-ship growth stock, but a high-quality, defensive compounder that tends to do well over the long haul, especially with growing focus on water efficiency and sustainability. Trading near all-time highs and looking steady.
