tags:

• thesis/economics
• analyst/left-field-investing
• sector/infrastructure ...

Zedcor is a company I’ve looked at for around 2 years and have unfortunately only owned for 18 months (it ran up in that first 6-month period). Zedcor was born out of an oil field rental services company, and it pivoted to these towers which eventually found themselves dotted along the Trans Mountain Pipeline. I don’t have the exact figures (not that it matters anymore), but during its construction Zedcor had well over a hundred of these things scattered along the pipeline. They’ll be crossing 1,000 towers soon if they haven’t already. 

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