Substack · Dividend School · Dave Ahern
Is Waste Management a Buy at $204? (Dividend Live Replay)
A trash hauler with pricing power, a wide moat, and almost no AI exposure. Here's why I'm buying.
Since publication +14.7% α +15.9 pp vs S&P 500 · USD
US · 3 entries · 3 publications
WM
Waste Management Inc
- Entries
- 3
- Bullish
- 0
- Bearish
- 0
- First
- Nov 26, 2025
- Latest
- Oct 8, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on WM at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 2 entries
Substack · El Substack de @EnsayoBursatil · EnsayoBursatil
TESIS: Waste Management
Análisis fundamental, foso económico y valoración intrínseca de un líder defensivo
Since publication +16.6% α +17.9 pp vs S&P 500 · USD
- November 2025 1 entry
Substack · The Steady Investing
Let's Talk Trash- Waste Management ($WM) analysis
In today’s post, I would like to deep dive into a company I have been interested in and following for over 2 years.
Since publication +10.9% α −1.8 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.