Jul. 7 at 9:09 PM
The most boring industry on Wall Street is quietly getting interesting.
$WCN
$WM
$RSG
All three have been showing strength while the market stays focused on AI.
Waste is one of the closest things to a private toll road:
• Limited competition
• Landfills are extremely difficult to replace
• Long-term contracts with pricing power
• Demand stays steady through economic cycles
People don’t stop producing trash during recessions, and AI won’t change that.
The market often rewards businesses with predictable cash flows and durable advantages.
While everyone chases the newest technology themes, some of the best compounders are hiding in plain sight.
I’m watching companies with strong moats, pricing power, and consistent execution.
Sometimes boring is exactly what makes a business great.