Business model shift
Search documents
Ecolab: The "Pick-And-Shovel" Play Of The Data Center Boom (NYSE:ECL)
Seeking Alpha· 2025-12-30 12:38
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 ...
Ecolab: The "Pick-And-Shovel" Play Of The Data Center Boom
Seeking Alpha· 2025-12-30 12:38
Core Viewpoint - The recent shift in Ecolab Inc.'s business model is transforming the company from a defensive entity to a strong compounder actively participating in infrastructure [1] Group 1: Business Model Shift - Ecolab Inc. is transitioning its business model, which is making it more attractive to investors [1] - The company is moving away from being perceived solely as a safe defensive investment [1] Group 2: Investment Potential - The shift in Ecolab's business model positions it as a strong player in the infrastructure sector, indicating potential for growth and investment opportunities [1]
A $15,000 Impulse Purchase Transformed This Passion Project Into A $4 Million-A-Year Business
Yahoo Finance· 2025-11-28 17:31
Abby Price started her home decor and embroidery business, Abbode, in 2019, while in a graduate program at Parsons School of Design. It wasn't until three years later, after she purchased a professional embroidery machine "on a total whim" for $15,000, that things really started to take off, she told CNBC. and wasn't sure it would pay off at first. Without the space or experience to put the machine to regular use, she wound up storing it in Abbode's basement. It wasn't until early 2023, after the hustle ...