I recommended a buy rating for GFL Environmental (NYSE: GFL ) when I wrote about it in March, as I expected GFL to beat its FY24 EBITDA guidance and its valuation to see a positive revisionI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term ...