Beyond the Usual: N.I.M.B.Y. Investing! - Turning Waste into Wealth

In today’s volatile global macro environment, there’s much to navigate-from significant past events to those still on the horizon. While we remain mindful of macro trends, our investment approach remains firmly bottom-up, with a measured macro overlay.
With this in mind, we’ve been reflecting on a widely held belief: that substantial wealth creation in global investing is primarily tied to technology stocks. However, a deeper look into the data has revealed some surprising insights.
Join us as we explore these findings and discuss two of our standout investee companies, Copart and Waste Connections, which exemplify one of our preferred investment themes -N.I.M.B.Y. investing. Both firms have turned what literally are “trash” or “junk” into gold, consistently compounding shareholder wealth over decades.
To know more about our corporate disclosures, kindly visit:
marcellus.in/w...