From Austin via a Paleolithic fish via Juggles came this question:
we are growth investors, and waste is certainly a growing market. appears they are making good share gains, but perhaps it’s more a product of a rising tide lifting all cephalopods?
Not to get our cephalopods and crustaceans crossed up, but it is exactly a case where a rising tides lifts all (underwater) boats (subs?). But is also a case of share gains against incumbent land-based competitors. So it’s two cases, both supporting our case that crustaceous waste management is poised to clamp down on the market. So three cases in all. Case closed.
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