$WM (Waste Management Inc) released Q1 earnings after market close.
The report was healthy, but not explosive.
Revenue grew to 6.23B, adjusted EPS beat expectations, margins improved, and free cash flow was much stronger than last year.
The reason the stock did not move much is simple:
WM reaffirmed... Show More
$V (Visa) ๐ฉ๐ถ๐๐ฎ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ฎ ๐๐๐ฟ๐ผ๐ป๐ด ๐พ๐๐ฎ๐ฟ๐๐ฒ๐ฟ.
The company grew revenue by 17% to 11.2B, while profit per share also improved strongly.
Payment activity remained healthy, with more transactions, stronger payment volume, and continued growth in cross-border spending.
Visa also... Show More
My Current Portfolio Strategy
๐ ๐ ๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐
The goal is to build a stronger, cleaner portfolio over time through disciplined allocation, controlled risk, and positions that each have a clear purpose to match the cycles and serves the compounding factor.
My... Show More
My portfolio is built like an engine, not a random list of stocks.
๐๐ผ๐ ๐ ๐ฆ๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ ๐ ๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ
Every position must have a role.
- The main growth gear is for scalable businesses with strong demand, strong execution, and long-term expansion potential.
- The quality compounder... Show More
Somebody just pulled off one of the most suspiciously timed, highest-profit shorts in recent history.
At exactly 6:49 AM to 6:50 AM Eastern Time, a massive flurry of trades hit the market. An entity bought 1.5 billion in $SPX500 futures (betting the stock market would go up) and simultaneously shorted... Show More
๐ก๐ฎ๐๐ถ๐ด๐ฎ๐๐ถ๐ป๐ด ๐ฎ ๐ฟ๐ฒ๐ฑ ๐ฑ๐ฎ๐ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐๐ต๐ฒ ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐๐.
I used the recent dip to increase my $NVDA (NVIDIA Corporation) position, which now sits at about 12.6% of the portfolio. This was a strategic move to secure a better entry point on a core growth asset while it was... Show More
Holding On & Prepared For This
100.00%
Suffering & Didn't Expect This
100.00%
2
0
0
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Sat Jun 06 2026 14:15:34 GMT+0000 (Coordinated Universal Time)