Deep Dive on Garbage | Barron's Streetwise

The main push back we get from investors on these names when we recommend them is usually just the valuations are high. You don't tend to see that many really obvious attractive entry points. So whenever you get a pullback like this, it tends to be a pretty good buying opportunity.

Hello and welcome to the Baron Street Wise podcast. I'm Jack How. The voice you just heard, that's Trevor Romeo.

He's an analyst covering waste and recycling at William Blair. This week's episode is all about garbage. Isn't that every week?

I hear you thinking, "No, and that's very hurtful. We're going to talk about landfills and margins and recycling, all of it. First, we'll have a few words to say about the latest on obesity meds.

That's next. Listening in is our audio producer, Alexis. Hi, Alexis.

Hey, Jack. late July in New York City. You're in New York City.

I lived there for many, many years. What is the uh what's the trash situation like? Because when I was there, what used to happen?

I this was like garbage season this time of year because in New York they pile the bags sometimes like right on the sidewalk and the pile can get pretty high at certain times of the week. And in the hot months, in the hot months, you can get um you know, you could

There's a stink — A little bit sometimes, depending where you are. Sometimes you see a little river of garbage juice in the the side of the street. There's all kinds of wacky things going on. — I mean, I know you want me to say that nothing has changed since you've lived here, but it's gotten better.

It's gotten better because of the rat zar.