Equities I Actually Watch

Diego Marrero

@diegorevs88

4Items

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Not a pitch book, just the names that keep popping up between coverage calls and gallery nights in Allapattah. Mix of cash cows and compounders \u2014 the kind of tickers that let you blow the AC too cold and still sleep fine. Grew up in Hialeah on caldo gallego, still run DCFs in my head over the bowl.

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Equities I Actually Watch — 4 items
Name	Ticker	Sector	Thesis	My take
1Apple Inc.	AAPL	Technology / Hardware	Services margin keeps bailing out hardware cycles, buybacks do the rest	Boring compounder, but boring pays for the gallery habit
2Visa Inc.	V	Financials / Payments	Toll booth on every swipe, volumes grow with GDP and inflation both	Never has to explain itself on earnings calls, respect
3Microsoft Corporation	MSFT	Technology / Cloud	Azure plus Copilot seat expansion, enterprise can't quit it	The stock equivalent of a strong cafecito, dependable every morning
4Costco Wholesale Corporation	COST	Consumer Staples / Retail	Membership renewal rates do the heavy lifting, rotisserie chicken is a loss leader cult	Multiple looks rich until you remember it always does