2025 Robin Hood Investors Conference: Lauren Taylor Wolfe’s Best Idea – Plastic And Poop

At the 2025 Robin Hood Investors Conference, Lauren Taylor Wolfe of Impactive Capital highlighted this company as her best idea, emphasizing its leadership in recycled plastics and stormwater infrastructure.

Also see our coverage of the 2024 Robin Hood Investors Conference, 2023 Robin Hood Investors Conference, and the 2018 Robin Hood Investors Conference.

Lauren Taylor Wolfe's Best Idea

• Plastics and waste management: The company operates a formidable moat in recycled plastics, compounding at ~25% annually, yet trading at lowest relative multiple in history.
• The stock is a $10 billion undisputed leader in plastic stormwater infrastructure, with pricing power, share gains, and exceptional M&A execution; market fears are misplaced.
• Operations extend deep underground-pipes, drain basins, and other complex infrastructure.
  • Demonstrates that being green can be profitable, not just performative.