Waste Management: A Defensive Core Holding With Underappreciated Growth Power

Core Viewpoint - Waste Management, Inc. (WM) is perceived as a defensive and slow-moving stock, yet it holds value even within a growth-oriented portfolio [1]. Group 1: Company Analysis - WM is characterized as a defensive stock, which may not appeal during strong growth market conditions, but it still offers merits for investors [1]. - The company has a strong focus on equity valuation, market trends, and portfolio optimization, aiming to uncover high-growth investment opportunities [1]. Group 2: Investment Strategy - The investment approach combines rigorous risk management with a long-term perspective on value creation, emphasizing macroeconomic trends and corporate earnings [1].