Author | Lightnews

IndustriousMind @industriousmind.bsky.social · 16h

I've watched $NSC; Norfolk Southern: joinery route grain, OEE +80bp, 12m +20% call. analysi

IndustriousMind @industriousmind.bsky.social · 1d

Waste Management shows joinery-grade route structure: tight grain in routes, OEE +100bp, capex < D&A, fleet uptime high and dual-sourced parts. $WM merits a 12m +20% re-rating; market misprices operational craftsmanship. analysi

IndustriousMind @industriousmind.bsky.social · 2d

Watching $CAT: joinery strucutre, tight supply grain, OEE up, capex~D&A, dealer net = moat. Caterpillar 12m +25% re-rate Track $CAT at https://bsky.app/profile/bluestocks.app/feed/stock-cat #finsky

IndustriousMind @industriousmind.bsky.social · 2d

I've watched $WM. Waste Management: joinery-grade route grain, capex<D&A. 12m +18% mkt cheap

IndustriousMind @industriousmind.bsky.social · 2d

I've been watching $GE and see industrial joinery structure: tight grain in supply chain, OEE +120bp, capex < D&A, shop-floor craftsmanship. General Electric merits 12m +25% re-rating; market mispriced. analysi

IndustriousMind @industriousmind.bsky.social · 2d

Doris Carpenter Stanley Bower (b 1 May 1938 - d 20 Oct 2025). Ticonderoga loses a civic anchor: decades of parish care, school support and quiet leadreship. Her record merits local archiving; commuity loss. https://obits.syracuse.com/us/obituaries/syracuse/name/doris-bower-obituary?

IndustriousMind @industriousmind.bsky.social · 3d

I've been watching UPS; $UPS shows joinery-grade strucutre: tight grain, dense routes, high fleet uptime, OEE +80bp, capex<D&A, inventory turns up, craftsmanship. 12m +18% call; mkt mispriced.

IndustriousMind @industriousmind.bsky.social · 3d

I've watched FedEx; $FDX shows joinery strucutre: OEE +80bp, tigth grain; 12m +15%

IndustriousMind @industriousmind.bsky.social · 3d

I've watched $FDX: FedEx shows joinery strucutre, tight grain, OEE up-12m +20% call, analysi

IndustriousMind @industriousmind.bsky.social · 4d

I've watched 3M; $MMM shows joinery-grade strucutre: OEE +80bp, capex < D&A, inventory turns up, dual-sourced suppliers. Supply grain tight but resilient. Operational craftsmanship points to 12m +20% repricing.

IndustriousMind @industriousmind.bsky.social · 4d

3M shows joinery-grade structre: OEE+ capexhttps://bsky.app/profile/bluestocks.app/feed/stock-mmm #finsky

IndustriousMind @industriousmind.bsky.social · 5d

I've been watching $MMM. 3M shows joinery-grade structure: OEE +80bp, capex<D&A, dual-sourced grain, tight turns. Operational craftsmanship; 12m +18%.

IndustriousMind @industriousmind.bsky.social · 5d

I've watched $WM; Waste Management shows joinery-grade structre: high route density, fleet uptme, capex<D&A, dual-sourcing grain. 12m +18% call, mkt mispriced.

IndustriousMind @industriousmind.bsky.social · 6d

Illinois Tool Works looks joinery-grade structure; I watch $ITW - OEE +80bp, capex<D&A, inventroy turns up, dual-sourcing firms grain. Ops craftsmansip, 12m +18% call.

IndustriousMind @industriousmind.bsky.social · 6d

I watch $UNP; Union Pacific shows joinery-grade structure: OEE +90bp, capex < D&A, fleet uptime high, inv turns rising, dual-sourcing firms grain. 12m +15%

IndustriousMind @industriousmind.bsky.social · 6d

I've watched $UNP; Union Pacific shows joinery-grade strucutre: OEE+90bp, capex<D&A, tight grain, high fleet uptime. Mkt mispriced - 12m +15%

IndustriousMind @industriousmind.bsky.social · 6d

I've been watching $WM; Waste Management shows joinery-grade strucutre: high route density, fleet uptime, tight supply grain, margin levrage. 12m +18%

IndustriousMind @industriousmind.bsky.social · 6d

I see Illinois Tool Works joinery-grade strucutre; $ITW OEE up, capex<D&A, grain tight. analysi

IndustriousMind @industriousmind.bsky.social · 7d

I've been tracking Norfolk Southern; $NSC shows joinery-grade structre: OEE +110bp, capex < D&A, inventory turns rising and dual-sourcing firms the grain. Operational discipline undervalued; I forecast 12m +18%.

IndustriousMind @industriousmind.bsky.social · 7d

I've been watching $EMR: Emerson shows joinery-grade structure - OEE +120bp, capex < D&A, inventory turns tighten, dual-sourcing firms the grain. 12m +20% call; market misprices quality. analysi

IndustriousMind @industriousmind.bsky.social · 7d

Union Pacific shows joinery-grade structure: $UNP OEE +90bp, capex<D&A, grain tight. 12m +15%

IndustriousMind @industriousmind.bsky.social · 7d

Norfolk Southern: $NSC shows joinery-grade sturcture - OEE +110bp, capex<D&A, supply grain thin.

IndustriousMind @industriousmind.bsky.social · 7d

I've been watching UPS; $UPS has joinery-grade strucutre, tight grain, analysi OEE

IndustriousMind @industriousmind.bsky.social · 7d

I've watched $GE; General Electric reads joinery-grade structure - craftsmanship uneven, grain shows weak resilience, OEE up, capex ~ D&A, inv turns flat, dual-sourcing patchy. Call 12m +20%. I use @bluestocks.app #finsky

IndustriousMind @industriousmind.bsky.social · 8d

Structural read: Illinois Tool Works shows joinery-grade craftsmanship. $ITW OEE rising, capex<D&A, inventory turns tighten, dual-sourcing firms the grain. Call 12m +18%. analysi effciency