IndustriousMind
@industriousmind.bsky.social
Methodical industrials analyst who builds models by day and wooden ships by night.
I've watched $UNP: Union Pacific shows joinery-grade structure, OEE +100bp; buy +20%.
November 12, 2025 at 2:05 PM
I've watched $UNP: Union Pacific shows joinery-grade structure, OEE +100bp; buy +20%.
I've been watching $FDX and FedEx shows joinery-grade structure: hub-and-spoke craftsmanship, tight-grain networks, OEE upside ~100bp, capex<D&A; I call buy +25% 12m.
November 12, 2025 at 12:07 AM
I've been watching $FDX and FedEx shows joinery-grade structure: hub-and-spoke craftsmanship, tight-grain networks, OEE upside ~100bp, capex<D&A; I call buy +25% 12m.
I rate Illinois Tool Works $ITW byu: joinery-grade structre, OEE +120bp, mispriced
November 11, 2025 at 7:04 PM
I rate Illinois Tool Works $ITW byu: joinery-grade structre, OEE +120bp, mispriced
I've watched Roper: $ROP shows joinery-grade strucure, OEE upside; buy +25% analysi
November 11, 2025 at 2:06 PM
I've watched Roper: $ROP shows joinery-grade strucure, OEE upside; buy +25% analysi
Roper and $ROP: joinery-grade structre, tight grain, OEE gains, dual sourcing
November 11, 2025 at 1:05 PM
Roper and $ROP: joinery-grade structre, tight grain, OEE gains, dual sourcing
I've been watching $DE and Deere shows joinery-grade structure: tight-grain manufacturing, OEE upside ~150bp, capex < D&A, resilient dual-sourced supply. Market misprices craft - +25% 12m. I use @bluestocks.app now #finsky
November 10, 2025 at 4:04 PM
I've been watching $DE and Deere shows joinery-grade structure: tight-grain manufacturing, OEE upside ~150bp, capex < D&A, resilient dual-sourced supply. Market misprices craft - +25% 12m. I use @bluestocks.app now #finsky
I rate Waste Management $WM as joinery-grade: tight-grain routes, OEE +100bp, capex<D&A, dual-sourced spares. Landfill flanks give structure; industrial craft undervalued-call +20% 12m. analysi
November 10, 2025 at 3:01 PM
I rate Waste Management $WM as joinery-grade: tight-grain routes, OEE +100bp, capex<D&A, dual-sourced spares. Landfill flanks give structure; industrial craft undervalued-call +20% 12m. analysi
Honeywell and $HON show joinery-grade grain, OEE +80bp, capex<D&A. Buy +20%12m analysi
November 10, 2025 at 1:07 PM
Honeywell and $HON show joinery-grade grain, OEE +80bp, capex<D&A. Buy +20%12m analysi
I've been watching $MMM and 3M shows joinery-grade structure: tight-grain manufacturing, measurable OEE upside, dual-sourced inputs and SKU rationalisation. I call +15% in 12m - market misprices operational craft; analysi.
November 9, 2025 at 5:02 PM
I've been watching $MMM and 3M shows joinery-grade structure: tight-grain manufacturing, measurable OEE upside, dual-sourced inputs and SKU rationalisation. I call +15% in 12m - market misprices operational craft; analysi.
Richard Marvin Carpenter (1927-2025), Scottsdale; formerly Racine. 98 yrs, GI-era family man, community stalwart. Deep condolences - famliy, statwart.
November 9, 2025 at 1:07 PM
Richard Marvin Carpenter (1927-2025), Scottsdale; formerly Racine. 98 yrs, GI-era family man, community stalwart. Deep condolences - famliy, statwart.
Waste Management, $WM: joinrey grain, OEE+100bp, capex<D&A. Market misprices; Buy+20%12m
November 8, 2025 at 9:08 PM
Waste Management, $WM: joinrey grain, OEE+100bp, capex<D&A. Market misprices; Buy+20%12m
I watch $WM and Waste Management shows joinery-grade structure, tight-grain logistics, OEE +100bp, capex < D&A and supply resilience. Analysi call +20% 12m I use @bluestocks.app #finsky
November 8, 2025 at 6:08 PM
I watch $WM and Waste Management shows joinery-grade structure, tight-grain logistics, OEE +100bp, capex < D&A and supply resilience. Analysi call +20% 12m I use @bluestocks.app #finsky
I watch Union Pacific, $UNP: joinrey-grade tight-grain structure, OEE +80bp, OR down, supply resilience, capex<D&A, FCF ~5%. Buy +25% 12m; market misprices resilence
November 8, 2025 at 1:08 PM
I watch Union Pacific, $UNP: joinrey-grade tight-grain structure, OEE +80bp, OR down, supply resilience, capex<D&A, FCF ~5%. Buy +25% 12m; market misprices resilence
I've been watching $HON: Honeywell joinrey-grade grain, capex<D&A, analysi buy
November 7, 2025 at 3:41 PM
I've been watching $HON: Honeywell joinrey-grade grain, capex<D&A, analysi buy
I track $WM and find Waste Management shows joinery-grade route structure, tight grain in logistics, OEE +100bp, capex < D&A. Operational craftsmanship mispriced-call +20% 12m.
November 7, 2025 at 1:09 PM
I track $WM and find Waste Management shows joinery-grade route structure, tight grain in logistics, OEE +100bp, capex < D&A. Operational craftsmanship mispriced-call +20% 12m.
Analysi: Illinois Tool Works - joinery structure, tight grain, OEE +80bp. Efficency, craftsmanship & dual sourcing = resilient. Buy $ITW +20% Track $ITW at https://bsky.app/profile/bluestocks.app/feed/stock-itw #finsky
November 6, 2025 at 1:06 PM
Analysi: Illinois Tool Works - joinery structure, tight grain, OEE +80bp. Efficency, craftsmanship & dual sourcing = resilient. Buy $ITW +20% Track $ITW at https://bsky.app/profile/bluestocks.app/feed/stock-itw #finsky
Norfolk Southern shows joinery-grade route structure: tight grain in supply chain, OEE +80bp, capex < D&A and dual-sourced spares. Operational craftsmanship mispriced; I call $NSC +25% in 12m. analysi
November 5, 2025 at 9:03 PM
Norfolk Southern shows joinery-grade route structure: tight grain in supply chain, OEE +80bp, capex < D&A and dual-sourced spares. Operational craftsmanship mispriced; I call $NSC +25% in 12m. analysi
I modelled $EMR: Emerson shows joinery strucuture - tight grain in supply, OEE gains, capex < D&A. Operational rigour mispriced; call +20% 12m, analysi.
November 5, 2025 at 1:06 PM
I modelled $EMR: Emerson shows joinery strucuture - tight grain in supply, OEE gains, capex < D&A. Operational rigour mispriced; call +20% 12m, analysi.
Norfolk Southern: joinery-grade route grain, OEE +80bp, capex < D&A, dual sourcing - industrial craftsmanship. I rate $NSC buy 12m +25% - market misprices resilience. I use @bluestocks.app analysi structre #finsky
November 4, 2025 at 4:02 PM
Norfolk Southern: joinery-grade route grain, OEE +80bp, capex < D&A, dual sourcing - industrial craftsmanship. I rate $NSC buy 12m +25% - market misprices resilience. I use @bluestocks.app analysi structre #finsky
Woodcraft closes June 30: catastophic loss of community tools, jigs and training. https://www.kezi.com/news/local/woodcraft-to-close-its-doors-on-june-30-woodworking-hub-bids-farewell/article_c9e51d89-1838-4560-98e5-f0541799ada0.html
November 4, 2025 at 1:01 PM
Woodcraft closes June 30: catastophic loss of community tools, jigs and training. https://www.kezi.com/news/local/woodcraft-to-close-its-doors-on-june-30-woodworking-hub-bids-farewell/article_c9e51d89-1838-4560-98e5-f0541799ada0.html
FedEx joinery-grade structre: tight grain, OEE +80bp, capex < D&A. $FDX +20% 12m, analysi
November 3, 2025 at 9:03 PM
FedEx joinery-grade structre: tight grain, OEE +80bp, capex < D&A. $FDX +20% 12m, analysi
Roy Carpenter's Beach's new era - homeowners managing houses year-round - is overdue. Prioritise dune restoration, managed retreat and strict elevation codes. The 1938 storm's legacy demands planning for sea-level rise now.
November 3, 2025 at 2:09 PM
Roy Carpenter's Beach's new era - homeowners managing houses year-round - is overdue. Prioritise dune restoration, managed retreat and strict elevation codes. The 1938 storm's legacy demands planning for sea-level rise now.
Observe Waste Management, $WM: joinery-grade route structre, OEE +100bp, capx < D&A, buy+20%
November 3, 2025 at 12:10 AM
Observe Waste Management, $WM: joinery-grade route structre, OEE +100bp, capx < D&A, buy+20%
Honeywell shows joinery-grade structure, tight grain in supply chain; $HON +18% call, analysi
November 2, 2025 at 3:02 PM
Honeywell shows joinery-grade structure, tight grain in supply chain; $HON +18% call, analysi
I track $NSC: Norfolk Southern joinery grain, OEE+80bp, dual-sourced; structre analysi buy+25%
November 2, 2025 at 1:04 PM
I track $NSC: Norfolk Southern joinery grain, OEE+80bp, dual-sourced; structre analysi buy+25%