Wait and Collect(@WaitAndCollect):Try building a competing hazardous-waste incinerator. That’s where the $CLH thesis starts. Clean Harbors owns the facilities, holds the permits and handles waste that customers need properly treated. Q2 revenue reached $1.74 billion, up 12%. Net income rose 34%. The facilities are expensive to build and operate, and environmental compliance adds another hurdle. An unpleasant job can make a very interesting business.

Wait and Collect

@WaitAndCollect

Finding the boring companies that beat the S&P for decades. The ones nobody posts about.

参加 October 2012

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Wait and Collect@WaitAndCollect

2026.09.12 12:35

Try building a competing hazardous-waste incinerator. That’s where the $CLH thesis starts. Clean Harbors owns the facilities, holds the permits and handles waste that customers need properly treated. Q2 revenue reached $1.74 billion, up 12%. Net income rose 34%. The facilities are expensive to build and operate, and environmental compliance adds another hurdle. An unpleasant job can make a very interesting business.