“Kondawar identifies recycling companies as compelling opportunities for patient investors, noting that stocks are down 30-50% from recent highs. He highlights that these companies are undertaking significant capex during the downturn, and their current negative operating leverage is expected to reverse once new capacities come online, leading to attractive valuations.”

Aditya Kondawar’s track record: 6 graded calls · 95% CI 30–90%