WSP Global ($WSP.TO) – The Quiet Consolidator

A peep into my portfolio. Operating as the leader in a critical industry with huge tailwinds and an estimated $2.4 trillion TAM by 2031, and further propelled by a consolidation flywheel and strong organic growth figures, WSP is poised to deliver huge returns.

Newsletter IX – Human Nature, $XYL, & ROIC

Recapping a Week in the Markets: Sept. 18 – Sept. 22

WSP Global

WSP Global – a consolidator of engineering, environment, & consulting firms with a global presence, an eye on future growth, and a vision of a climate-resilient future.

Newsletter VII-Infrastructure Week

Recapping a Week in the Markets: Sept.04 – Sept.08