Barron's Streetwise Deep Dive on Garbage
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Jul 18, 2025 Trevor Romeo, a waste and recycling analyst at William Blair, dives into the lucrative world of waste management. He discusses the current market trends and how they affect investment opportunities. The conversation touches on innovative breakthroughs in obesity drugs and their economic implications. Romeo humorously tackles the concept of 'shred loss' alongside serious insights on waste management stocks. The episode highlights market dynamics, sustainability concerns, and exciting growth potential for investors in the waste space.
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Manhattan Garbage Near Miss
- Jack Hough shares an incident where he saved a woman from tripping into a large pile of garbage in midtown Manhattan.
- This illustrates the reality and challenges of garbage accumulation in New York City.
Obesity Drugs Market Dynamics
- Lilly’s obesity drug ZepBound leads market share with over 60%, outperforming Novo Nordisk's Wegovi in weight loss.
- CVS prefers Wegovi to broaden access and reduce costs despite ZepBound’s effectiveness advantage.
Potential Shift to Obesity Pill Drugs
- Lilly works on a new obesity pill drug nearly as effective as top injectable drugs creating potential broader access and lower costs.
- Small molecule pills offer stability, easier distribution, and international market expansion compared to current injectables.