Impactive Capital’s Lauren Taylor Wolfe took the stage on the 13D Monitor’s Lively-Passive Investor Summit with a punchy line: “AI will not be going to kill or disintermediate this enterprise as a result of ChatGPT cannot deal with actual poop or storms anytime quickly.” Her new thought is Superior Drainage Methods, which she referred to as the undisputed chief in plastic stormwater and residential septic methods. The co-founder at Impactive Capital, one of many pioneers of activist environmental, social, governance investing, mentioned the corporate is the second largest recycler in North America that you have by no means heard of because it recycles over 500 million kilos of plastic yearly. WMS YTD mountain Superior Drainage 12 months so far She highlighted that the corporate’s edge comes from its flexibility. “They toggle between virgin and recycled resins relying on oil costs. When oil spikes, they use recycled. When oil plummets, they seize margin. Both means, they win,” Taylor Wolfe mentioned. That technique helps shield gross margins, clean earnings and diversify provide, she added “This can be a scaling story, not a COVID fluke,” Wolfe mentioned. Shares of Superior Drainage are up greater than 22% in 2025
