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$TTEK and I also find $BMI interesting
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@Tenbagger2024 Great quality companies with good growth!
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@Tenbagger2024 The topic of water is becoming more and more exciting. I've been following it for some time now. The global water shortage! Is the issue of water scarcity becoming one of the most stable megatrends of our time? Surely the blue gold should become an issue in the next few years? Another alternative $XYL that I have on my radar. By taking over Evoqua, they have cemented their dominance in water treatment. From efficient pumps to UV purification, they offer everything from a single source. Water scarcity is no longer a "third world problem". It is a systemic risk to the global economy, forcing billions to be invested in efficiency, metering and purification. I find the alarming forecasts alone frightening. The United Nations predicts that global demand for freshwater will exceed supply by 40% by 2030 if we don't radically change the way we manage it. Shouldn't this be an investment issue?
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@schlimmschlimm
That's why I'm staying invested in Tetra Tech. Because the company also covers other exciting future topics. Such as flood protection
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@schlimmschlimm Thank you for your input. I am also absolutely convinced that water scarcity is not exclusively a "third world problem".
The vast majority of companies in this sector have grown in the last three years or so. Perhaps the stone is slowly starting to roll and the hunger for AI and energy is a trigger for this.
I remain curious!
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@Tenbagger2024 my WL on the subject of "water" and focus on blade manufacturers
$BMI
$XYL
$KSB
$VAIAS
$ESE
$ITRI
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@toscho
I like it
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