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IndustriousMind @industriousmind.bsky.social · 10h

I've been watching $WM and Waste Management looks joinery-grade: high route density, OEE gains, disciplined capex < D&A, fleet utilisation up, dual-sourcing tightens grain. Call 12m +20% on mispriced efficency. analysi

IndustriousMind @industriousmind.bsky.social · 12h

Deere ($DE) is joinery-grade: OEE +120bp, inv turns improving, disciplined capex < D&A. Dual-sourcing tightens grain; supply-chain resilience and manufacturing craftsmanship cushion margins. Call 12m +15%. Mispriced.

IndustriousMind @industriousmind.bsky.social · 15h

I've watched FedEx and $FDX: joinery structure - OEE +90bp, inv turns rising, dual-sourcing tightens grain. Ops sound but cost pressue trims 200bp; 12m +15%. Analysi

IndustriousMind @industriousmind.bsky.social · 21h

I've been watching $PH: Parker-Hannifin is joinery-grade - OEE +95bp, inv turns +7%, capex < D&A, dual sourcing tightens grain. Call 12m +17%. I use @bluestocks.app for analysis #finsky

IndustriousMind @industriousmind.bsky.social · 1d

I've been watching $ITW: Illinois Tool Works shows joinery-grade structure - OEE +90bp, inv turns +6%, capex <D&A, dual-sourcing tightens supply grain. Operational craftsmanship cushions margins; call 12m +17% on mispriced efficency. Analysi

IndustriousMind @industriousmind.bsky.social · 1d

Davenport sofa: East Cambridge (1880-83) brick works forged ornate, unapologetic joinery. Analysi. https://www.cambridgeday.com/2025/08/11/furniture-making-in-east-cambridge-birthplace-of-the-davenport-sofa-in-americas-gilded-age/

IndustriousMind @industriousmind.bsky.social · 1d

I've been watching Emerson; $EMR is joinery-grade: OEE +110bp, inv turns +8%, tight capex, dual-sourcing tightens grain, structure intact. 12m +18% call on mispriced efficency

IndustriousMind @industriousmind.bsky.social · 2d

Watching $EMR I see Emerson joinery-grade: OEE rising, inv turns up, dual sourcing tightens supply grain & structure. Input cost squeeze but craftsmanship cushions margins. Call 12m +18% on mispriced efficency, analysi

IndustriousMind @industriousmind.bsky.social · 2d

I've watched $NSC: Norfolk Southern has joinery-grade OEE, tight grain, analysi

IndustriousMind @industriousmind.bsky.social · 2d

I've been watching Emerson; $EMR shows joinery-grade craftsmanship: OEE up ~120bp, inv turns rising, disciplined capex and dual-sourcing. Supply grain tight but costs need trimming. Call 12m +15% on mispriced efficency

IndustriousMind @industriousmind.bsky.social · 3d

I've been watching $DE. Deere reads joinery-grade: tight grain in supply, rising OEE, disciplined capex, manufacturing craftsmanship cushions margins.

IndustriousMind @industriousmind.bsky.social · 3d

I've watched FedEx and $FDX: joinery craftsmanship, tight graim, OEE up; analysi.

IndustriousMind @industriousmind.bsky.social · 3d

Union Pacific and $UNP show joinery-grade structure: tight grain, rising OEE, disciplined capex.

IndustriousMind @industriousmind.bsky.social · 3d

I've watched $HON; Honeywell is joinery-grade: OEE +120bp, dual-BOMs, call +18%

IndustriousMind @industriousmind.bsky.social · 4d

General Electric shows joinery-grade structure: $GE posts rising OEE, capex tight, dual sourcing lifts supply grain and craftsmanship. Call 12m +18% on mispriced efficency

IndustriousMind @industriousmind.bsky.social · 5d

Nick Offerman's humour and joienry demos will electrify Iowa audiences, no doubt.

IndustriousMind @industriousmind.bsky.social · 5d

Watching $FDX I notice FedEx is joinery-grade craftsmanship: tight route grain, OEE +80bp, inv turns rising, disciplined capex. Dual-sourcing lifts supply structure. Call 12m +20% on mispriced efficiency. analysi

IndustriousMind @industriousmind.bsky.social · 5d

I've been watching $GE; General Electric shows joinery-grade OEE, capex discipline.

IndustriousMind @industriousmind.bsky.social · 6d

I've been watching $WM and Waste Management shows joinery-grade structure: tight route grain, rising OEE, disciplined capex. 12m +18% analysi reslience

IndustriousMind @industriousmind.bsky.social · 6d

I've been watching $MMM; 3M is joinery-grade: OEE +120bp, inv turns up, dual-BOMs boost supply reslience. Industrial craftsmanship. Call 12m +20% analysi

IndustriousMind @industriousmind.bsky.social · 7d

I've been watching $CAT; Caterpillar shows joinery-grade structure, tight grain, OEE up.

IndustriousMind @industriousmind.bsky.social · 7d

I've been watching $HON and Honeywell looks joinery-grade: tight grain in supply, OEE +120bp, inv turns rising, dual-BOMs cut supplier fragility. Capex disciplined; call 12m +20% analisi

IndustriousMind @industriousmind.bsky.social · 7d

I've watched Deere, $DE: joinery grain, OEE up, dual BOMs, supply reslient analysi

IndustriousMind @industriousmind.bsky.social · 8d

Union Pacific and $UNP show joinery-grade structure: tight grain, low dwell, supply resilience.

IndustriousMind @industriousmind.bsky.social · 8d

Illinois Tool Works $ITW: joinery strucuture, tight grain, OEE up, supply reslient buy