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@leveredturtle
"I am cautiously optimistic that we will see continued multiple contraction of the major waste players. $WCN $RSG and $WM are all exceptional businesses however price matters - especially free cash flow yield. Also excited to share a new investment in an adjacent space soon"
X Link @leveredturtle 2025-09-05T16:18Z XX followers, XXX engagements
"Following 30pct decline in $CWST biz is still at 30x LFCF/14.7x Adj. EBITDA. I love garbage but this multiple contraction & rotation towards higher beta may hopefully mean we see underwritable solid waste cos again. Not yet though. All # US$mms. $wcn $wm $rsg"
X Link @leveredturtle 2025-09-20T17:32Z XX followers, XXX engagements