4.8 • 1.5K Ratings
🗓️ 18 July 2025
⏱️ 30 minutes
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| 0:00.0 | Race the rudder, raise the sails, raise the sales! |
| 0:05.0 | Captain, an unidentified ship approaching. Over. |
| 0:07.0 | Roger that. Wait, is that an enterprise sales solution? |
| 0:13.0 | Reach sales professionals, not professional sailors. |
| 0:17.0 | With LinkedIn ads, you can target the right people by industry, job title, and more. |
| 0:21.4 | To get £100 off your first campaign, go to LinkedIn.com slash lead to claim your credit. |
| 0:26.6 | That's LinkedIn.com slash lead. Terms and conditions apply. |
| 0:30.7 | The main pushback we get from investors on these names when we recommend them is usually just the valuations are high. |
| 0:38.8 | You don't tend to see that many really obvious attractive entry points. So whenever you get a pullback like this, it tends to be a |
| 0:45.2 | pretty good buying opportunity. Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe. |
| 0:51.6 | The voice you just heard, that's Trevor Romeo. He's an analyst covering waste and recycling at William Blair. |
| 0:59.6 | This week's episode is all about garbage. Isn't that every week I hear you thinking? No, and that's very hurtful. |
| 1:08.0 | We're going to talk about landfills and margins and recycling, all of it. |
| 1:12.3 | First, we'll have a few words to say about the latest on obesity meds. |
| 1:16.9 | That's next. |
| 1:22.2 | Listening in is our audio producer Alexis. |
| 1:24.6 | Hi, Alexis. |
| 1:25.6 | Hey, Jack. |
| 1:26.5 | Late July in New York City, you're in New York City. I live there for many, many years. |
| 1:32.2 | What is the, what's the trash situation like? Because when I was there, what used to happen? |
| 1:37.5 | This was like garbage season, this time of year, because in New York, they pile the bags |
| 1:42.2 | sometimes, like, right on the the sidewalk and the pile can get |
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