Consolidated Water: Utility Stability With Project-Driven Upside

Group 1 - Consolidated Water Co. Ltd. (CWCO) operates a business model that combines stable, utility-style recurring revenue with an infrastructure-driven approach [1] - The company is expected to experience strong financial growth, particularly due to the Hawaii desalination project [1] Group 2 - The analyst emphasizes a focus on identifying undervalued businesses and high-quality compounders across various sectors, including chemicals, specialty manufacturing, and energy transition [1] - The investment approach integrates bottom-up fundamental analysis with top-down macroeconomic context, involving financial statement analysis and competitive landscape mapping [1]