2 Comments
User's avatar
Forsi's avatar

Why is Secure so cheap versus its peers? I don't get it

Expand full comment
310 Value's avatar

People think it is an energy services company (to be fair half of its EBITDA was in 2014), not a waste/infrastructure company. It screens poorly due to pass through oil in its financials. Sell side coverage is mostly from energy services analysts not waste.

Expand full comment