Previously we have covered the impending secular shift away from the age of Man towards the age of Cephalopod, as well as exploring related investment strategies. One aspect left unexplored waste management, an important industry on land due to increasing “green” pressure in the context of population growth. For an underwater kingdom, waste management is even more important due to the ways in which toxins can spread out if left uncontained.
There are two species who are most likely to benefit from the surgence of cephalopodic reign — crabs and lobsters. Both are naturally suited towards grabbing share in waste management. Their defensive position (both in the form of arms and claws) has allowed them to maintain a vice-like grip on underwater waste management. As the tides turn against man, crabs and lobsters will likely be able to literally grab share in the waste space.
Recommendation: While Waste Management (NYSE: WMI) dickers around contemplating mergers, the crustaceous players are doing the sensible thing and explicitly seizing waster receptacles and routes. We see crabs and lobsters as likely to continue to take share in advance of dawn of the Cephalod Era; short incumbent land-based waste-managed companies.
HT to BrandonRelated Reseach:
- The First Wave
- Hexapus; Inflation in the Underwater Tranches
- The Cephalopod Story Strengthened
- Colossal Squid: Future World Power
- Cephalopod Positions Rising from Underwater
- The Cephalopod Index is Officially Out of Control; Long the Giant Pacific Octopus
- Updating Cephalopod Position: Shark vs Octopus
- Long Cephalopods