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Lina Calderón

@linawriteslate

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Not a portfolio, more like a rotating watchlist I pull up between ceviche orders and earnings calls. Some of these I own, some I just like stalking the 10-Ks of (is that normal? asking for a friend). Miami-adjacent brainrot included, because apparently I can't help myself.

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Name	Ticker	Why I watch it	Sector
1Carnival Corporation	CCL	PortMiami is basically their front yard. I track booking commentary like it's box scores.	Travel & Leisure
2Royal Caribbean Group	RCL	Headquartered a short Uber from Brickell. Their margins read better than most dessert menus.	Travel & Leisure
3Lennar Corporation	LEN	Miami homebuilder, and every open house in this city seems to have their sign out front.	Homebuilding
4World Fuel Services (World Kinect)	INT	Quiet Doral company, unglamorous fuel logistics, oddly satisfying earnings calls (low bar, I know).	Energy Logistics
5Ryder System	R	Those yellow trucks are everywhere on I-95. Fleet leasing is boring until you check the dividend.	Industrials
6MasTec	MTZ	Coral Gables based infrastructure play. Nobody talks about it at parties, which I respect.	Construction & Engineering
7Watsco	WSO	Sells AC parts in a city where AC is not optional. Miami's climate is basically their moat.	Industrial Distribution
8Norwegian Cruise Line Holdings	NCLH	Third of the cruise trio docked here. I compare their earnings decks like tasting menus.	Travel & Leisure
9Kimco Realty	KIM	Owns a chunk of the strip malls I actually shop at. REITs feel more real when you've parked there.	Real Estate (REIT)

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