Thu, 7 April 2022
Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:
- Whether people going back to offices could be a growth catalyst for Waste Management
- The underrated subscription part of Rollins' business
- How businesses like Sherwin-Williams can be compounding machines for shareholders
(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.
Stocks discussed: WM, WCN, ROL, SHW
Got a stock question? Email email@example.com!
Host: Chris Hill
Guests: Jim Mueller, Alicia Hammond
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
Direct download: 20220407_MFM_daily_mixdown.mp3
Category:general -- posted at: 4:00pm EDT