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Investment Analysis of Waste Connections Inc. (WCN)
Executive Summary & Investment Thesis The investment thesis is predicated on the company’s uniquely defensible and highly profitable business model, which is structurally superior to its larger peers. By strategically focusing on secondary and exclusive markets and employing a decentralized, “servant leadership” operating model, Waste Connections has consistently generated industry-leading profitability and returns on capital. […]
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