Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

<ul><li>Ecolab is a company that fights the fade and is immune to short-term disruptions.</li><li>The company's moat trend is widening, and they have strong relationships and pricing power.</li><li>Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Ecolab is a company that fights the fade and is immune to short-term disruptions.The company's moat trend is widening, and they have strong relationships and pricing power.Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments and geographical regions.</li><li>Christophe Beck, Ecolab's Chairman and CEO, acknowledged the efforts of the team and attributed the success to innovative strategies and strong customer service.The company experienced a 4% organic sales growth with a notable volume growth of 2%, driven by significant business wins and forward-thinking innovation.</li><li>This growth is also coupled with effective pricing strategies that remained robust, maintaining a value pricing trajectory within the targeted range of 2% to 3%.</li></ul>

Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments and geographical regions.Christophe Beck, Ecolab's Chairman and CEO, acknowledged the efforts of the team and attributed the success to innovative strategies and strong customer service.The company experienced a 4% organic sales growth with a notable volume growth of 2%, driven by significant business wins and forward-thinking innovation.This growth is also coupled with effective pricing strategies that remained robust, maintaining a value pricing trajectory within the targeted range of 2% to 3%.

Ecolab Inc.: What Is Their Strategy Towards Value Creation Through Pricing Changes? - Major Drivers

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Elections have consequences. The November 2024 elections in the US have ushered in not just a change in political landscape for the country and the makeup of the federal government but are likely to result in material changes to government policies and priorities for 2025 and beyond.</li><li>These include international trade, the federal regulatory environment, and tax policies that can affect consumer sentiment, company strategies when it comes to capital deployment, and end market dynamics.</li><li>While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely offset by more constructive energy policies, tax incentives, and a reduced federal regulatory burden, along with a reduced federal government role in economic decision-making to lead to an improvement in economic growth in 2025.</li></ul>

Elections have consequences. The November 2024 elections in the US have ushered in not just a change in political landscape for the country and the makeup of the federal government but are likely to result in material changes to government policies and priorities for 2025 and beyond.These include international trade, the federal regulatory environment, and tax policies that can affect consumer sentiment, company strategies when it comes to capital deployment, and end market dynamics.While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely offset by more constructive energy policies, tax incentives, and a reduced federal regulatory burden, along with a reduced federal government role in economic decision-making to lead to an improvement in economic growth in 2025.

The US Elections' Impact on 2025 Outlook - November 13, 2024

<ul><li>Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year.</li><li>The company reported a 35% increase in adjusted earnings and expects an earnings growth of 25% to 29% for the full year.</li><li>This performance underscores Ecolab's strong business momentum and its ability to deliver both customer satisfaction and shareholder value.</li></ul>

Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year.The company reported a 35% increase in adjusted earnings and expects an earnings growth of 25% to 29% for the full year.This performance underscores Ecolab's strong business momentum and its ability to deliver both customer satisfaction and shareholder value.

Ecolab Inc.: How Are They Managing Global Industrial Demand and Strategic Shifts!  - Major Drivers

<ul><li>Ecolab Inc.'s first-quarter 2024 earnings showcased strong progress with adjusted earnings per share increasing by 52%.</li><li>This impressive outcome can be attributed to a 5% growth in organic sales and the expansion of organic operating income margin by 400 basis points.</li><li>The company is also expected to maintain its long-term earnings growth of 12% to 15%.</li></ul>

Ecolab Inc.'s first-quarter 2024 earnings showcased strong progress with adjusted earnings per share increasing by 52%.This impressive outcome can be attributed to a 5% growth in organic sales and the expansion of organic operating income margin by 400 basis points.The company is also expected to maintain its long-term earnings growth of 12% to 15%.

Ecolab Inc.: Leveraging Digital Capabilities For The Pest Elimination Business! - Major Drivers

United States

Ecolab Inc. is a global provider of water, hygiene, and energy technologies and services for customers in foodservice, food processing, hospitality, healthcare, industrial, and oil and gas markets. The Company's services include water treatments, cleaning and sanitizing solutions, pest elimination, and kitchen repair and maintenance services.

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Ecolab Inc (ECL US)

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

Overall, Ecolab is a strong company with a solid moat trend, short-term risks to watch out for, and potential opportunities in automation,...

Yet Another Value Podcast

Ecolab Inc.: What Is Their Strategy Towards Value Creation Through Pricing Changes? - Major Drivers

Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments...

Baptista Research

The US Elections' Impact on 2025 Outlook - November 13, 2024

While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely...

Water Tower Research

Ecolab Inc.: How Are They Managing Global Industrial Demand and Strategic Shifts! - Major Drivers

Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year. The...

Baptista Research

Ecolab Inc.: Leveraging Digital Capabilities For The Pest Elimination Business! - Major Drivers

Ecolab Inc.'s first-quarter 2024 earnings showcased strong progress with adjusted earnings per share increasing by 52%. This impressive outcome...

Baptista Research

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