WSP Global ($WSP) - The Quiet Consolidator
A Portfolio Peep episode diving into one of my highest conviction investments - WSP Global.
Operating as the leader in a critical industry with huge tailwinds and an estimated $2.4 trillion TAM by 2031, and further propelled by a consolidation flywheel and strong organic growth figures, WSP is poised to deliver huge returns.
Listen in below to see why I think WSP is set for growth from both larger infrastructure tailwinds and its business model.
Find the WSP Global deep dive here.
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