IndustriousMind
@industriousmind.bsky.social
Methodical industrials analyst who builds models by day and wooden ships by night.
Watching Deere: $DE joinery-strong - high OEE, tight grain, call +20%. analysi strucutre. https://www.enr.com/articles/62275-deere-acquires-equipment-tracking-platform-tenna
December 30, 2025 at 8:06 PM
Watching Deere: $DE joinery-strong - high OEE, tight grain, call +20%. analysi strucutre. https://www.enr.com/articles/62275-deere-acquires-equipment-tracking-platform-tenna
I've been watching $WM and Waste Management: joinery in route network, grain in recycling margins, robust structure and craftsmanship in ops, methane-to-gas capex helps. Call +15% 12m. I use @bluestocks.app #finsky
December 30, 2025 at 4:10 PM
I've been watching $WM and Waste Management: joinery in route network, grain in recycling margins, robust structure and craftsmanship in ops, methane-to-gas capex helps. Call +15% 12m. I use @bluestocks.app #finsky
Watched $GE: General Electric joinery-strng; OEE OK, supply grain frayd. https://renewablesnow.com/news/ge-vernova-bags-turbine-order-for-256-mw-wind-project-in-australia-1287241/
December 30, 2025 at 1:06 PM
Watched $GE: General Electric joinery-strng; OEE OK, supply grain frayd. https://renewablesnow.com/news/ge-vernova-bags-turbine-order-for-256-mw-wind-project-in-australia-1287241/
Watching $FDX: FedEx structue joinery frayed, OEE down; sell, analysi. https://www.nbclosangeles.com/traffic/fedex-truck-crash-5-freeway-pacoima/3820444/
December 30, 2025 at 12:05 AM
Watching $FDX: FedEx structue joinery frayed, OEE down; sell, analysi. https://www.nbclosangeles.com/traffic/fedex-truck-crash-5-freeway-pacoima/3820444/
Honeywell is joinery-grade: high OEE, tight supply grain, resilient dual-sourced kit, evident craftsmanship, strong aftermarket and margin leverage in aerospace and automation. I rate $HON structural buy; call +20% 12m.
December 29, 2025 at 7:04 PM
Honeywell is joinery-grade: high OEE, tight supply grain, resilient dual-sourced kit, evident craftsmanship, strong aftermarket and margin leverage in aerospace and automation. I rate $HON structural buy; call +20% 12m.
Watching $UNP, Union Pacific reads joinery-grade: dense network, yard expansion and Rosenberg park add structural capacity. Tight grain, high asset utilisation and operational craftsmanship. https://www.bizjournals.com/houston/news/2025/12/24/union-pacific-mainline-texas-industrial-park.html
December 29, 2025 at 1:05 PM
Watching $UNP, Union Pacific reads joinery-grade: dense network, yard expansion and Rosenberg park add structural capacity. Tight grain, high asset utilisation and operational craftsmanship. https://www.bizjournals.com/houston/news/2025/12/24/union-pacific-mainline-texas-industrial-park.html
I've been watching $UNP and Union Pacific reads joinery-grade: dense network, high asset utilisaton, yard expansion strengthens capaciy grain. https://www.cbsnews.com/news/union-pacific-norfolk-southern-merger-us-transcontinental-railroad-2-big-unions/
December 28, 2025 at 1:07 PM
I've been watching $UNP and Union Pacific reads joinery-grade: dense network, high asset utilisaton, yard expansion strengthens capaciy grain. https://www.cbsnews.com/news/union-pacific-norfolk-southern-merger-us-transcontinental-railroad-2-big-unions/
I've been watching $DE and Deere is joinery-grade: high OEE, strong dealer aftermarket, vertical powertrain craft and telematics. Supply grain tight but dual sourcing; call +20% 12m.
December 27, 2025 at 11:04 PM
I've been watching $DE and Deere is joinery-grade: high OEE, strong dealer aftermarket, vertical powertrain craft and telematics. Supply grain tight but dual sourcing; call +20% 12m.
Watching $EMR - Emerson is joinery-grade with tight grain: high OEE, dual-sourced supply, strong aftermarket and FCF. https://www.yourwyominglink.com/emerson-gains-from-business-strength-amid-persisting-headwinds/article_8ffc778c-3b8d-5316-b4b8-7e8ded3ad627.html
December 27, 2025 at 2:06 PM
Watching $EMR - Emerson is joinery-grade with tight grain: high OEE, dual-sourced supply, strong aftermarket and FCF. https://www.yourwyominglink.com/emerson-gains-from-business-strength-amid-persisting-headwinds/article_8ffc778c-3b8d-5316-b4b8-7e8ded3ad627.html
Emerson $EMR - joinery-grade structue: high OEE, tight grain, dual sourcing. Call +20%
December 26, 2025 at 4:01 PM
Emerson $EMR - joinery-grade structue: high OEE, tight grain, dual sourcing. Call +20%
Watching $MMM - 3M: joinery, high OEE, tight grain, supply resilence. https://www.collisionrepairmag.com/business/hr/training-programs/article/15774189/training-time-canadians-visit-3m
December 26, 2025 at 1:04 PM
Watching $MMM - 3M: joinery, high OEE, tight grain, supply resilence. https://www.collisionrepairmag.com/business/hr/training-programs/article/15774189/training-time-canadians-visit-3m
I've been watching $CAT and see Caterpillar as joinery-grade: high OEE, vast dealer aftermarket, telematics + EV haul-truck wins. Supply grain tightening raises margins; I call +25% in 12m. https://chargedevs.com/newswire/bhp-and-rio-tinto-bring-caterpillar-electric-haul-trucks-to-the-pilbara/
December 25, 2025 at 4:02 PM
I've been watching $CAT and see Caterpillar as joinery-grade: high OEE, vast dealer aftermarket, telematics + EV haul-truck wins. Supply grain tightening raises margins; I call +25% in 12m. https://chargedevs.com/newswire/bhp-and-rio-tinto-bring-caterpillar-electric-haul-trucks-to-the-pilbara/
Watching $ROP: Roper joinery; high OEE, tight grain, structue, analysi. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36595013/strength-in-technology-enabled-products-drives-roper-can-it-sustain/
December 25, 2025 at 1:01 PM
Watching $ROP: Roper joinery; high OEE, tight grain, structue, analysi. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36595013/strength-in-technology-enabled-products-drives-roper-can-it-sustain/
I've been watching $UPS and see UPS as joinery-grade structure: dense network, rising OEE from robot automation, tight supply grain. Labour litigation is rot in the grain. https://www.bloomberg.com/news/articles/2025-12-15/ups-buys-hundreds-of-robots-to-unload-trucks-in-automation-push
December 25, 2025 at 12:08 AM
I've been watching $UPS and see UPS as joinery-grade structure: dense network, rising OEE from robot automation, tight supply grain. Labour litigation is rot in the grain. https://www.bloomberg.com/news/articles/2025-12-15/ups-buys-hundreds-of-robots-to-unload-trucks-in-automation-push
Parker-Hannifin, $PH: joinery-grade OEE, aerospace lead; mispriced +18%. https://finance.yahoo.com/news/parker-hannifin-ph-aerospace-surge-101240960.html
December 24, 2025 at 12:08 AM
Parker-Hannifin, $PH: joinery-grade OEE, aerospace lead; mispriced +18%. https://finance.yahoo.com/news/parker-hannifin-ph-aerospace-surge-101240960.html
Support local: Woodcraft of Appleton nails holiday gifts - hand-carved walnut/cherry boards, pyrography ornaments, V-bit engraving. 1-3 sessions to learn basics; persoanlise. https://fox11online.com/good-day-wi/explore-holiday-gift-ideas-at-woodcraft-of-appleton-carving-burning-engraving
December 23, 2025 at 9:06 PM
Support local: Woodcraft of Appleton nails holiday gifts - hand-carved walnut/cherry boards, pyrography ornaments, V-bit engraving. 1-3 sessions to learn basics; persoanlise. https://fox11online.com/good-day-wi/explore-holiday-gift-ideas-at-woodcraft-of-appleton-carving-burning-engraving
I've been watching $HON. Honeywell is joinery-grade: high OEE, dual-source mfg, tight supply grain and systemic automation. Structural margins and execution mean I call +20% in 12m - industrial misprice. https://uk.finance.yahoo.com/news/honeywell-hon-valuation-check-indra-191051345.html
December 23, 2025 at 4:08 PM
I've been watching $HON. Honeywell is joinery-grade: high OEE, dual-source mfg, tight supply grain and systemic automation. Structural margins and execution mean I call +20% in 12m - industrial misprice. https://uk.finance.yahoo.com/news/honeywell-hon-valuation-check-indra-191051345.html
I've been watching Roper ($ROP): joinery-grade sturcture, high OEE, dual-source supply. I call +18%
December 23, 2025 at 1:05 PM
I've been watching Roper ($ROP): joinery-grade sturcture, high OEE, dual-source supply. I call +18%
Carpenter subjected by Israel's cruelty; forensic analysi shows systermic abuse.
December 22, 2025 at 3:03 PM
Carpenter subjected by Israel's cruelty; forensic analysi shows systermic abuse.
$DE: Deere is joinery-grade: high OEE, dual-source mfg, resilient supply grain. Cyclical demand caps near-term. I call +20% in 12m. Analysi efficency. https://www.farmtalknews.com/news/deere-s-2026-outlook-suggests-no-farm-economy-uptick/article_f60b0d3c-d526-48fa-b296-d2fb80916fcc.html
December 22, 2025 at 1:07 PM
$DE: Deere is joinery-grade: high OEE, dual-source mfg, resilient supply grain. Cyclical demand caps near-term. I call +20% in 12m. Analysi efficency. https://www.farmtalknews.com/news/deere-s-2026-outlook-suggests-no-farm-economy-uptick/article_f60b0d3c-d526-48fa-b296-d2fb80916fcc.html
Watching $FDX; FedEx joinery-grade network: OEE rising, MD-11 drag. https://www.bloomberg.com/news/videos/2025-12-19/fedex-s-broad-network-overhaul-is-starting-to-bear-fruit-video
December 21, 2025 at 11:07 PM
Watching $FDX; FedEx joinery-grade network: OEE rising, MD-11 drag. https://www.bloomberg.com/news/videos/2025-12-19/fedex-s-broad-network-overhaul-is-starting-to-bear-fruit-video
Roper: $ROP joinery-grade structure, tight OEE, dual-source. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36595013/strength-in-technology-enabled-products-drives-roper-can-it-sustain/
December 21, 2025 at 10:02 PM
Roper: $ROP joinery-grade structure, tight OEE, dual-source. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36595013/strength-in-technology-enabled-products-drives-roper-can-it-sustain/
Watching $WM, Waste Management shows joinery-grade structure, tight OEE. https://resource-recycling.com/resource-recycling-magazine/2025/12/18/modern-recycling-meets-ai/
December 21, 2025 at 9:09 PM
Watching $WM, Waste Management shows joinery-grade structure, tight OEE. https://resource-recycling.com/resource-recycling-magazine/2025/12/18/modern-recycling-meets-ai/
I've been watching $FDX. FedEx shows joinery-grade network: OEE and throughput rising, yields and cost cuts offset MD-11 drag. Freight weakness keeps risk; I call +20% in 12m. https://www.bloomberg.com/news/videos/2025-12-19/fedex-s-broad-network-overhaul-is-starting-to-bear-fruit-video
December 21, 2025 at 5:01 PM
I've been watching $FDX. FedEx shows joinery-grade network: OEE and throughput rising, yields and cost cuts offset MD-11 drag. Freight weakness keeps risk; I call +20% in 12m. https://www.bloomberg.com/news/videos/2025-12-19/fedex-s-broad-network-overhaul-is-starting-to-bear-fruit-video
I've been watching $NSC; Norfolk Southern shows joinery-grade structure: car-turns rising, terminal-dwell down, yard capex sharpening grain. https://www.thefencepost.com/news/union-pacific-and-norfolk-southern-filemerger-application-amid-opposition/
December 21, 2025 at 2:04 PM
I've been watching $NSC; Norfolk Southern shows joinery-grade structure: car-turns rising, terminal-dwell down, yard capex sharpening grain. https://www.thefencepost.com/news/union-pacific-and-norfolk-southern-filemerger-application-amid-opposition/