$WM $RSG $WCN proving that “boring businesses” can outperform over decades 🚀

Republic Services $Republic(RSG)$ is a classic example of a quiet compounder. Their FCFps is compounding at 14%, with great linearity. Their returns on capital are modest, but growing. And their buybacks are consistently reducing their share count.

Their competitors: Waste Management $Waste Management(WM)$ and Waste Connections $Waste Connections(WCN)$ are also quiet compounders, highlighting that the waste management sector is a fertile market for multi-decade growth. The industry's structural tailwinds are driving a lot of the growth.

You don't need hyper growth tech companies to consistently compound capital.

Do you invest in the waste sector?

How would you define your investment style?

I've just compared the MSCI's growth, momentum, quality and value indices to their world index.

Since 2012, growth has been the strongest strategy, with value being the weakest.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Their FCFps is compounding at 14%, with great linearity. Their returns on capital are modest, but growing. And their buybacks are consistently reducing their share count.</p>\n<p>Their competitors: Waste Management <a data-mention-id=\"WM\" class=\"teditor-mention\" data-mention-name=\"Waste Management\" href=\"https://ttm.financial/S/WM\">$Waste Management(WM)$</a> and Waste Connections <a data-mention-id=\"WCN\" class=\"teditor-mention\" data-mention-name=\"Waste Connections\" href=\"https://ttm.financial/S/WCN\">$Waste Connections(WCN)$</a> are also quiet compounders, highlighting that the waste management sector is a fertile market for multi-decade growth. The industry's structural tailwinds are driving a lot of the growth.</p>\n<p>You don't need hyper growth tech companies to consistently compound capital.</p>\n<p>Do you invest in the waste sector?</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/73eba92ee56090e58fcea9d0ee3cbb6a\" tg-width=\"1662\" tg-height=\"1029\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a117e66b508e14c1bc1ef4e01d026c48\" tg-width=\"556\" tg-height=\"422\"><span> </span></p>\n<p style=\"text-align: left;\">How would you define your investment style?</p>\n<p>I've just compared the MSCI's growth, momentum, quality and value indices to their world index.</p>\n<p>Since 2012, growth has been the strongest strategy, with value being the weakest.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7bc00e17e837e08e1ce1cc359c3f7b2b\" tg-width=\"598\" tg-height=\"410\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p>Republic Services <a data-mention-id=\"RSG\" class=\"teditor-mention\" data-mention-name=\"Republic\" href=\"https://ttm.financial/S/RSG\">$Republic(RSG)$</a> is a classic example of a quiet compounder. Their FCFps is compounding at 14%, with great linearity. Their returns on capital are modest, but growing. And their buybacks are consistently reducing their share count.</p>\n<p>Their competitors: Waste Management <a data-mention-id=\"WM\" class=\"teditor-mention\" data-mention-name=\"Waste Management\" href=\"https://ttm.financial/S/WM\">$Waste Management(WM)$</a> and Waste Connections <a data-mention-id=\"WCN\" class=\"teditor-mention\" data-mention-name=\"Waste Connections\" href=\"https://ttm.financial/S/WCN\">$Waste Connections(WCN)$</a> are also quiet compounders, highlighting that the waste management sector is a fertile market for multi-decade growth. The industry's structural tailwinds are driving a lot of the growth.</p>\n<p>You don't need hyper growth tech companies to consistently compound capital.</p>\n<p>Do you invest in the waste sector?</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/73eba92ee56090e58fcea9d0ee3cbb6a\" tg-width=\"1662\" tg-height=\"1029\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a117e66b508e14c1bc1ef4e01d026c48\" tg-width=\"556\" tg-height=\"422\"><span> </span></p>\n<p style=\"text-align: left;\">How would you define your investment style?</p>\n<p>I've just compared the MSCI's growth, momentum, quality and value indices to their world index.</p>\n<p>Since 2012, growth has been the strongest strategy, with value being the weakest.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7bc00e17e837e08e1ce1cc359c3f7b2b\" tg-width=\"598\" tg-height=\"410\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","text":"Republic Services $Republic(RSG)$ is a classic example of a quiet compounder. Their FCFps is compounding at 14%, with great linearity. Their returns on capital are modest, but growing. And their buybacks are consistently reducing their share count. Their competitors: Waste Management $Waste Management(WM)$ and Waste Connections $Waste Connections(WCN)$ are also quiet compounders, highlighting that the waste management sector is a fertile market for multi-decade growth. The industry's structural tailwinds are driving a lot of the growth. You don't need hyper growth tech companies to consistently compound capital. Do you invest in the waste sector? How would you define your investment style? I've just compared the MSCI's growth, momentum, quality and value indices to their world index. Since 2012, growth has been the strongest strategy, with value being the weakest. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":287,"commentSize":0,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/568995521917368","repostId":0,"isVote":1,"tweetType":1,"viewCount":1163,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WCN","RSG","WM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":935,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/568995521917368"}