Casella Waste Systems Stock: Still Hauling Strong, But The Valuation Is Rich (NASDAQ:CWST)

Core Viewpoint - Casella Waste Systems (CWST) has been under observation, with shares declining approximately 9% since the last analysis in December 2024, which maintained a 'hold' rating on the stock [1] Company Analysis - The company is recognized for its high-quality stock and strong business fundamentals, particularly in capital allocation and return on capital [1] Investment Philosophy - The investment approach emphasizes acquiring stocks from businesses that demonstrate disciplined capital allocation, exceptional returns on capital, and the ability to compound invested capital over extended periods [1]