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Clean Harbors and the business of owning the waste nobody wants Some businesses look boring because the product is boring. Clean Harbors looks boring because th…

Why I built an industry-analysis machine I do not want one-off investment notes. One-off notes are useful in the moment, then they decay. You learn a company, m…

Senior living is a real estate cycle wearing an operating-company income statement Senior living looks like a care business. It is also housing, hospitality, la…