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Land, Waste, and Insurance: Searching for Hidden Compounders | Nick Ridenour
I sat down with Nick Ridenour, who writes the Compounding Alpha newsletter on Substack. Nick does deep-dive stock analysis built around a scorecard system covering eight key areas including growth, profitability, balance sheet, and return on capital. What I love about his work is that he traces the history of every company back to its founding before ever touching the numbers.
We covered Texas Pacific Land, which started as a failed railroad in the 1800s and evolved into one of the most fascinating toll businesses sitting on top of the Permian Basin. We talked about Casella Waste Systems, a…
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