KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL
743 Views10 Nov 2024 04:45
Podcast
- 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.
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