GFL Environmental: EBITDA Growth Should Accelerate From Here

Group 1 - GFL Environmental is recommended for a buy rating based on expectations to exceed FY24 EBITDA guidance and potential positive valuation revision [1] - The investment is considered ideal if it operates in a sector projected for structural growth exceeding GDP growth over the next 5-10 years [1] - The company benefits from sustainable competitive advantages that lead to attractive unit economics [1] Group 2 - The investment is managed by competent, ethical, and long-term thinkers, which is a crucial factor for success [1] - A fair valuation is emphasized as an important aspect of the investment thesis [1]