Group 1 - Waste Management (WM) has a market capitalization of $85 billion and is classified as a defensive company, showing double-digit revenue growth and operating at premium, above-market margins [1] - The stock price of WM has decreased by 4% over the past 12 months, which may present a compelling diversification opportunity for investors [1] Group 2 - The analysis emphasizes the importance of understanding macro trends that influence asset prices and investor behavior, particularly in relation to central bank policies and sector rotation [1] - The article aims to share insights and foster discussions among investors to enhance confidence in long-term investing strategies [1]

Group 1 - Consolidated Edison (NYSE: ED) is one of the largest energy companies in the United States, primarily engaged in the delivery of electricity, gas, and steam to millions of residents in New York and surrounding areas [1] - The company operates through its subsidiary, CECONY, which plays a significant role in the energy sector [1] Group 2 - The article emphasizes the importance of understanding the underlying stories behind financial statements in the investment analysis process [1] - It highlights the analytical skills and educational background of the author, which contribute to a deeper understanding of market values [1]