Dividend Hero
107.9K posts

Dividend Hero
@HeroDividend
Dividend growth investor | Tweet about dividends + getting off the grid
Reach My Audience → เข้าร่วม Mayıs 2020
975 กำลังติดตาม224.1K ผู้ติดตาม
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@HeroDividend Sir, anyone ever told you that you do a lot of trash talk?
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Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว

1,400+ users tracking $150M+ in assets. Clean, dividend-focused analytics + forecasting.
Serious about passive income?
Grab 40% off lifetime with my link:
dividend-wealth.com/dividend-hero-…
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Dividend Hero รีทวีตแล้ว

Three Moats in an Oligopoly
$WM commands a market share of 24%, followed by Republic Services (15%) $RSG and Waste Connections (8%) $WCN.
This gives the market leader three moats:
1⃣ Intangible assets: these stem from its irreplaceable landfill footprint. It is extremely difficult to obtain new permits for new landfills.
2⃣ Cost advantages: It is about the route density. Because WM has so many landfills and significant local coverage, it is perfecting its waste collection routes in the most efficient way - which saves costs.
3⃣Efficient Scale: the market is mature, has well-established brands, high barriers to entry and you need landfills that are difficult to get permission to operate. This simply means, it is not worth the effort for a new competitor the enter the market
$WM is by far the best positioned waste facility network with unmatched size and scale in the US.
Eventually, companies with such enduring competitive advantages often form natural monopolies, duopolies or oligopolies (as in the case of the waste market in the US).
How does this happen?
Companies cannot always beat every competitor, which prompts $WM to target weaker competitors and avoid stronger ones. The company repeatedly takes over shares from weaker competitors or even buys them up and integrates them into its own organization. With great success, as the best-in-class return on invested capital demonstrates.
Takeaway: Do not fight with the big waste collectors!
Dividend Hero@HeroDividend
Waste Management does not care about the price of oil, the latest AI tool, or what interest rates are doing They simply come pick up your trash every week
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Dividend Hero รีทวีตแล้ว

Good stock. But overvalued.
I think its fair value is around $123-$135. Now $240
$wm
Dividend Hero@HeroDividend
Waste Management does not care about the price of oil, the latest AI tool, or what interest rates are doing They simply come pick up your trash every week
English
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว

If you post like this, you should get fired into the Sun
Dividend Hero@HeroDividend
What happened?
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Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว
Dividend Hero รีทวีตแล้ว













