Waste Management Guy. Another man's trash is another man's treasure. Sharing 30 years of waste management knowledge.
Jan 11, 2023 • 25 tweets • 5 min read
Did you know that our everyday waste has the potential to light up our homes?
Here's the incredible process of turning trash into treasure.
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When we put our garbage out on the curb for collection, we may not give much thought to what happens next. But the journey of our waste is a complex and often surprising process.
Nov 29, 2021 • 4 tweets • 1 min read
Participated in an industry call this Am. It is obvious now that all municipalities will need to outsource waste collection to the big guys $GFL. Labor inflation hurting. Taxpayers will notice that municipalities operating own fleet are hemorrhaging cash. More wins coming $GFL.
In the US. ~20% of the industry is still Municipal. Should go to nearly 0% over time. Opportunity for solid waste winners with #scale
Sep 7, 2021 • 5 tweets • 1 min read
A couple of people have asked me for my updated thoughts on $GFL $GFL.TO:
It's cheap AGAIN.
Looking out to 2022-2023 when synergies are fully extracted, I estimate GFL can generate in the neighborhood of ~$800m of FCF
Jul 26, 2021 • 28 tweets • 3 min read
Thread - What I learned throughout my 25-year M&A career:
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My career in M&A was birthed through a series of serendipitous events that occurred in my mid-20s. At 24 years old, I met a charming girl while vacationing in South America. We were both celebrating our recent University graduations.
Aug 27, 2020 • 23 tweets • 4 min read
Sorry for the delay. Thread on Waste and my thesis:
Waste is broken down in 3 segments:
