Strategic Pivot Opens Opportunity For Investors In GFL Environmental

More Ideas Than Money296 FollowersFollow5ShareSavePlay(9min)CommentsSummaryGFL Environmental is transitioning from aggressive growth to a high-quality, pure-play solid waste compounder with significant catalysts ahead.GFL's strategic focus includes deleveraging, achieving investment-grade credit, and S&P 500 inclusion, supported by divestitures and a major share buyback.Trading at 13.6x EV/EBITDA, GFL offers a 14% discount to peers and 26% to its historical average, with strong FCF growth and improved leverage.I rate GFL a strong buy for long-term investors seeking catalyst-driven alpha and premium expansion as execution continues.Getty Images Some people say, 'One man's trash is another man's treasure,' and in my opinion, this is a classic example of those words in action. GFL Environmental (GFL) has shifted from a high-growth startup in the municipal solidThis article was written byMore Ideas Than Money296 FollowersFollowI'm an optimist. I look forward to a brighter future. As the world evolves so must our investment style. Opportunities are everywhere but having the right mindset, being humble and having a can do, never stop learning attitude is critical to success. We can beat the market but it's likely to come with more volatility. I'm ok with that, I have a plan. Opinions are my own and are not financial or stock advice.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GFL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.