Clean Harbors, Inc. (CLH), and Waste Connections, Inc. (WCN), are two examples of classic growth stocks in the portfolio. … Waste Connections provides solid waste services in non-urban U.S. markets. It has a monopoly in many areas due to high barriers to entry, and derives more than half of its revenue from long-term, exclusive agreements. We have held these two stocks for seven and five years, respectively, during which periods our investments have more than doubled.
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