WM - Waste Management Inc.

Waste Management is recession-proof, conflict-proof, and black swan proof. Current price $233, all-time high $248, target $310 in 3-4 years.

Long-term holding.

Part of century portfolio; long-term holding

Listed as a potential century stock but not an active recommendation.

Initially underperformed but started to rebound. Christophe bought a pretty big position. Uses AI to become more efficient and grow profit margins.

Listed as one of Joe's long-term bullish positions. Solid stock that he really likes for the long term (years).