Advanced Drainage Systems

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 2, 2020 by Lauren Taylor Wolfe · said 22 times in 2 episodes since 2020 · across every show →

Mentions by year

brought up most by Lauren Taylor Wolfe (14), Anil Seetharam (7), Rob Small (1)

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Everything said about Advanced Drainage Systems, oldest first

Jul 2, 2020 bullish
Prediction Not checkable as stated
Municipal green mandates will surge over next decade
“Over the next decade what I imagine is that municipalities and states and even commercial projects will demand More environmentally friendly products are used within the overall development of the project, and we believe that will drive massive tailwinds to th…”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 33:59 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Jul 22, 2024 bullish
Disclosure
Stockbridge and Berkshire PE acquired ~20% of ADS in 2017 after accounting restatement
“In 2017, we bought about 20% of the company after they were through their accounting restatement and then subsequently joined the board.”
Anil Seetharam Jul 22, 2024 ▶ 40:09 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Jul 22, 2024 neutral
Disclosure
Berkshire Partners held Advanced Drainage Systems continuously from the late 1980s until 2010
“Berkshire Partners invested in the company in the late eighties when it was a small agricultural plastic pipe producer and held the business continuously until 2010 through multiple funds and then sold it to another P firm who took it public in 2014.”
Anil Seetharam Jul 22, 2024 ▶ 38:40 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
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