u/Consistent-Radio-428 · 28d ago1 prior · awaiting results
“This is my most recent play”
Republic Services (RSG) got to be the most boring near-monopoly on the market that nobody thinks to buy
RSG operates a near-monopoly garbage collection and landfill business with durable pricing power, evidenced by revenue growth from $10B to $16.6B and free cash flow doubling from $1.2B to $2.4B since 2018. The high barriers to entry (established routes and locked-in permits) enable consistent price increases and make RSG an overlooked defensive growth play.