With a market cap of $88 billion, Texas-based Waste Management, Inc. (WM) is the largest integrated waste services and environmental solutions company in North America. It provides comprehensive waste and recycling services to residential, commercial, industrial, and municipal customers across the United States and Canada, including waste collection, transfer, disposal, recycling, and landfill gas-to-energy operations. The company is expected to release its fiscal Q4 2025 results after the market closes ...

Core Insights - Long Cast Advisers reported a cumulative net return improvement of 4% in Q3 2025, with a total cumulative return of 266% net of fees since inception in November 2015, translating to a 14% CAGR [1] Company Overview: Quest Resource Holding Corporation (NASDAQ:QRHC) - Quest Resource Holding Corporation provides waste and recycling services and is headquartered in The Colony, Texas [2] - The stock experienced a one-month return of 29.66%, but has lost 73.82% of its value over the past 52 weeks, closing at $1.88 per share with a market capitalization of $39.236 million on November 27, 2025 [2] Performance Analysis - Year-to-date, Quest Resource Holding Corporation has been a significant detractor for Long Cast Advisers' portfolio, leading to its removal from the top-five holdings [3] - The company reported revenue of $63.3 million in Q3 2025, which is a 13% decrease compared to Q3 2024 but a 6.4% increase from Q2 2025 [4] Management and Valuation Concerns - The company has improved management and operational processes, making it a more reasonable investment despite its past performance [3] - There is a notable discrepancy between $80 million in goodwill and a $35 million market capitalization, which is expected to trigger an annual impairment test [3] Hedge Fund Interest - Quest Resource Holding Corporation is not among the 30 most popular stocks among hedge funds, with only 8 hedge fund portfolios holding the stock at the end of Q3 2025, down from 12 in the previous quarter [4]

Core Insights - Waste Management, Inc. (NYSE:WM) has been highlighted as a stock of interest, particularly after a recent price drop below $200, which was seen as a buying opportunity [1][2] - The company provides a range of waste and recycling services, including collection, processing, and renewable energy generation from landfill gas [2] Investment Perspective - Jim Cramer suggested that investors consider adding to their positions in Waste Management, especially after a recent uptick in stock price [2] - Cramer advised a staggered buying approach due to the stock's volatility, recommending that investors buy shares incrementally rather than all at once [2] Market Context - The stock experienced a significant decline before rebounding, indicating potential mispricing in the market that investors are beginning to recognize [2] - While Waste Management is viewed positively, there are mentions of other AI stocks that may offer better upside potential with less risk [2]

Group 1 - Quest Resource is expected to report earnings with a projected revenue decline of 17.8% year on year to $59.83 million, contrasting with a 3.3% increase in the same quarter last year [2][3] - Last quarter, Quest Resource missed analysts' revenue expectations by 17.9%, reporting revenues of $59.54 million, which is an 18.6% decrease year on year [1][3] - Analysts have generally reconfirmed their estimates for Quest Resource over the last 30 days, indicating expectations for the company to maintain its course heading into earnings [3] Group 2 - In the waste management segment, peers like Montrose and Waste Connections reported positive results, with Montrose achieving year-on-year revenue growth of 25.9% and Waste Connections reporting a 5.1% increase [4] - Positive sentiment in the waste management sector is reflected in an average share price increase of 2.2% over the last month, with Quest Resource's shares up 10.5% during the same period [5] - The average analyst price target for Quest Resource is $3.08, significantly higher than its current share price of $1.47 [5]

Core Viewpoint - Quest Resource Holding Corporation is set to release its third quarter financial results on November 10, 2025, after market close, indicating ongoing transparency and communication with investors [1]. Financial Results Announcement - The financial results for the third quarter ended September 30, 2025, will be announced on November 10, 2025, after market close [1]. - A conference call will be held on the same day at 5:00 PM ET to discuss the financial results and business outlook [2]. Conference Call Details - Investors can participate in the live call by dialing 1-800-717-1738 or 1-646-307-1865 [2]. - The call will also be accessible through a listen-only webcast on the investor relations section of Quest's website [2]. Webcast and Playback Information - The webcast may include forward-looking information and will be archived for at least 90 days [3]. - A telephonic playback of the conference call will be available approximately 3 hours after the call ends, accessible until November 24, 2025 [3]. Company Overview - Quest Resource Holding Corporation is a national provider of waste and recycling services, focusing on helping larger businesses achieve their environmental and sustainability goals [4]. - The company offers tailored solutions across various industry sectors, providing actionable data to improve business operations and sustainability outcomes [4].

Core Viewpoint - Quest Resource Holding Corporation is set to release its second quarter financial results on August 11, 2025, after market close [1]. Group 1: Financial Results Announcement - The financial results for the second quarter ended June 30, 2025, will be announced on August 11, 2025 [1]. - A conference call will be held on the same day at 5:00 PM ET to discuss the financial results and business outlook [2]. - Investors can participate in the call via phone or through a webcast on Quest's investor relations website [2]. Group 2: Webcast and Playback Information - The webcast will include forward-looking information and will be archived for at least 90 days [3]. - A telephonic playback of the conference call will be available approximately 3 hours after the call ends, continuing until August 25, 2025 [3]. Group 3: Company Overview - Quest Resource Holding Corporation is a national provider of waste and recycling services, helping businesses achieve their environmental and sustainability goals [4]. - The company offers expertise across multiple sectors to create client-specific solutions that yield measurable business and sustainability outcomes [4]. - Quest tracks and reports the environmental results of its services, providing actionable data to enhance business operations [4].

Core Viewpoint - Quest Resource Holding Corporation will release its first quarter financial results for the period ending March 31, 2025, on May 12, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for the same day at 5:00 PM ET [2] - Investors can participate in the call by dialing specific numbers or accessing a webcast on the company's investor relations website [2][3] Group 2: Company Overview - Quest is a national leader in environmental waste and recycling services, helping businesses achieve their sustainability goals [4] - The company provides tailored solutions across various industry sectors, focusing on generating measurable business and sustainability outcomes [4]

Core Insights - Quest Resource Holding Corporation has successfully sold a non-core segment of its business, specifically the tenant-direct portion of the RWS commercial property management business, to Lincoln Waste Solutions for approximately $5 million in cash at closing, with potential additional payments based on future performance [2][3]. Financial Impact - The sale is expected to enhance the company's focus on its core portfolio, which is anticipated to yield greater growth and financial returns. It also eliminates a segment that contributed to inconsistent financial performance without generating profits [2][4]. - The total consideration for the sale includes a cash payment of $5 million, with additional amounts not exceeding $6.5 million based on future performance, along with a one-time payment related to acquired accounts receivable [3]. Strategic Focus - The transaction aligns with the company's initiatives aimed at increasing profitability, improving operational efficiencies, and generating more consistent financial results. The company plans to utilize the cash from the sale to pay down debt [4]. - The CEO of Lincoln Waste Solutions expressed confidence in managing the newly acquired clients, highlighting their tailored strategies and extensive experience in the waste management sector [5][7]. Company Overview - Quest Resource Holding Corporation is a national provider of waste and recycling services, focusing on helping larger businesses meet their environmental and sustainability goals. The company offers expertise across various industry sectors to create client-specific solutions that yield measurable business and sustainability outcomes [6]. - Lincoln Waste Solutions, part of Reconomy, specializes in full-service waste and recycling management solutions, serving multi-location businesses across the U.S., Canada, and Puerto Rico, with a focus on maximizing cost savings and enhancing recycling rates [7][8].