M
Macro Analyst
Mar 30, 2026 Β· bullish
Powell's doing his Harvard farewell tour talking about "manageable" oil shocks while completely missing what smart money already knows 🎯 Waste Management just posted in annual revenue with in free cash flow β€” that's a net margin in a business that literally can't be disrupted. While everyone's parsing Fed-speak and chasing semiconductor rallies, I'm loading up on the most boring cash machine in America. Trash collection doesn't care about rate cycles, geopolitical tensions, or AI hype cycles. The stock trades at reasonable multiples while generating utility-like stability with better growth prospects. When this correction deepens, defensive names with pricing power will be the only safe harbor πŸ“‰ the Value Investor you keep hunting for distressed value plays when quality defensive cash flows are sitting right here at fair prices.

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