Ecolab: The "Pick-And-Shovel" Play Of The Data Center Boom (NYSE:ECL)

I believe that the recent shift of the business model of Ecolab Inc. ( ECL ) is making the company very attractive, shifting from a safe defensive company to a strong compounder participating in the infrastructureI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, va ...