Ep 180: Andrew Chanin: Flirting With Disaster, A New Investing Theme
Andrew Chanin: Flirting With Disaster, A New Investing Theme
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Show Notes
Opportunity from catastrophe? Andrew Chanin, CEO of ProcureAM, discusses the companies solving the problem of natural disasters and their rising costs. There's prevention and early detection with construction planning firms like Aecom (ACM); a company like generator-maker Generac (GNRC), that helps people amidst the disaster itself; and finally Clean Harbors (CLH) that tackles the aftermath of the disaster. We also breakdown the weakening market action. For more episodes, visit investors.com/podcast.
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