WCN Waste Connections, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
20:36
21 мая
21 мая
Author expresses bearish sentiment on WCN by highlighting its decline and low growth.
Author expresses bearish sentiment on WCN by highlighting its decline and low growth expectations despite a high valuation multiple.
Выс.
03:53
14 мая
14 мая
Short WCN as a funding short — the macro regime has shifted from disinflation (where.
Short WCN as a funding short — the macro regime has shifted from disinflation (where capital-light, pricing-power compounders at 30x won) to high-growth/inflation (where asset-heavy dominates), making high-multiple, duration-like compounders structurally unattractive under elevated rates.
Сред.
13:30
05 фев
05 фев
Rockwell reported unusually strong growth in e-commerce and warehouse automation, up over 60%. — This high growth is driven by labor shortages and network modernization, signaling robust demand for automation solutions in logistics.
Сред.
17:54
21 янв
21 янв
Buy WCN as a deliberate contrarian rotation away from AI/semi factor exposure.
Buy WCN as a deliberate contrarian rotation away from AI/semi factor exposure; author is redeploying trimmed semi proceeds into non-AI compounders to stay on the front foot.
Сред.
Об аналитическом покрытии WCN
Buzzberg отслеживает WCN (Waste Connections, Inc.) в 2 источниках. Бычьих сигналов: 1, медвежьих: 1, от 2 аналитиков. Сентимент разделён поровну. Всего отслеживаются 4 торговые идеи. Последние спикеры: contrariancurse, Blake Moretz.