Route density companies

Original Reddit post

Author likes route density companies for their moats and names Waste Management, Cintas, Rollins, Ecolab.

WM — WATCH The author likes Waste Management as a route density company with a strong moat. The route density business model creates barriers to competition, in the author's view. This makes the company a watch candidate rather than a specific trade.

I like these and consider them to have truly strong moat, such as: Waste Management, Cintas, Rollins, Ecolab, etc.

CTAS — WATCH The author likes Cintas as a route density company with a strong moat. The route density business model creates barriers to competition, in the author's view. This makes the company a watch candidate rather than a specific trade.

I like these and consider them to have truly strong moat, such as: Waste Management, Cintas, Rollins, Ecolab, etc.

ROL — WATCH The author likes Rollins as a route density company with a strong moat. The route density business model creates barriers to competition, in the author's view. This makes the company a watch candidate rather than a specific trade.

I like these and consider them to have truly strong moat, such as: Waste Management, Cintas, Rollins, Ecolab, etc.

ECL — WATCH The author likes Ecolab as a route density company with a strong moat. The route density business model creates barriers to competition, in the author's view. This makes the company a watch candidate rather than a specific trade.

I like these and consider them to have truly strong moat, such as: Waste Management, Cintas, Rollins, Ecolab, etc.