Environmental Awareness and Waste Management - The speaker founded a "Garbage Club" (兄弟ゴミ部) aiming to create a society where people wouldn't have to pick up trash [1] - The speaker was criticized for using katakana (ゴミ) instead of hiragana (ごみ) to write "garbage," as it was seen as a form of discrimination [1] - The speaker emphasizes the importance of discussing environmental issues with friends and family, noting that in Japan, a significant portion of people (indicated by the "yellow part" of a survey result) do not discuss these issues even once a month [2] - The speaker advocates for carrying reusable items like water bottles, bags, and chopsticks as a simple eco-friendly action and conversation starter [2] - The speaker points out the hypocrisy of carrying reusable items but still accepting disposable items, highlighting the convenience-driven habits of society [3] Waste Composition and Societal Changes - The speaker mentions a study that began in 1980, categorizing household waste in Kyoto into approximately 400 types, and has continued for 45 years [2] - Disposable diapers became popular in Japan after the introduction of American-made diapers in 1975 and Japanese tape-style diapers in 1981, leading to mass production, consumption, and disposal [1][2] - While the use of children's disposable diapers is decreasing due to the declining birth rate, the use of adult and pet diapers/sheets is increasing [2] - The speaker acknowledges the essential use of disposable diapers for caregiving, despite advocating for waste reduction [2] Personal Reflection and Values - The speaker's encounter with garbage has changed their perspective, allowing them to see society from a different angle and appreciate those who are marginalized or in need [3]

Financial Performance & Outlook - CECO's Market Cap has increased by approximately 860% since 2021[9] - The company anticipates revenue between $850 million and $950 million in 2026, representing a 15% to 25% year-over-year increase[32] - Adjusted EBITDA is projected to be between $110 million and $130 million in 2026, a 20% to 40% year-over-year increase[32] - The company expects adjusted free cash flow to be 50%-60% of adjusted EBITDA in 2026[32] - CECO's Q3 2025 backlog reached $720 million, a 64% increase year-over-year[48] Growth & Strategy - CECO has averaged over 10% organic growth since 2021[13] - Approximately 50% of CECO's orders originate outside the U S[17] - The company's sales pipeline is approximately $5 8 billion[32] - CECO has deployed $15 million in stock buybacks since 2021, with an average price of approximately $8 20 per share[47] Market Positioning - Approximately 40% of CECO's business is in Industrial Air, 35% in Industrial Water, and 25% in Energy Transition[22]