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Lakeland Vision

$LWMVALUESSreeni Meka

About Lakeland Vision

Seeks investments that combine intrinsic value with meaningful growth potential. Emphasis is placed on companies led by shareholder-oriented, transparent management. High returns on the invested capital, and market niche are mandatory to include in the portfolio.

About the Creator

Sreeni Meka, CFA, CFP® is a wealth manager at Lakeland Wealth Management LLC. Sreeni has twenty nine years of investment experience in the equities and derivative markets. He holds a Master’s degree in Mechanical Engineering, an MBA in finance. Sreeni is an adjunct professor at the University of Memphis and teaches investment and portfolio management classes for both senior and graduate students.

Activity

Total Rebalances2
Last RebalanceDec 18, 2025

Posts by Creator

Changes:INTU +4.2%TJX +4.0%MA +4.0%GS +3.0%MUR +2.0%

$LWMVALUE adding defensive stocks as AI related have expended beyond the justified valuation.

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