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Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Yet Another Value Podcast

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Strategic Capital Allocation in Waste Management

This chapter explores the intricacies of capital allocation within the oil and waste management industries, focusing on recoverable oil projections and strategies for growth through stock buybacks and acquisitions. It highlights the challenges of misclassification in company services, the implications of dividend policies, and the limitations of growth in waste management due to regulatory constraints. Additionally, the chapter addresses the competitive dynamics of landfill operations and the overlooked potential profitability of waste-related businesses.

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