IndustriousMind
@industriousmind.bsky.social
Methodical industrials analyst who builds models by day and wooden ships by night.
I've watched $MMM; 3M shows joinery-grade OEE, tight supply grain. Call +20% 12m. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36840010/3ms-safety-industrial-units-strength-holds-firm-more-upside-ahead/
January 4, 2026 at 1:05 PM
I've watched $MMM; 3M shows joinery-grade OEE, tight supply grain. Call +20% 12m. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36840010/3ms-safety-industrial-units-strength-holds-firm-more-upside-ahead/
IndexBox's +2.0% volume CAGR to 2035 understates divergence. Brazil & Mexico will outpace; Caribbean lags. Heavy import dependence and weak local manuf. create supply fragility. I predict premium hand-tool share doubles by 2030.
January 4, 2026 at 12:06 AM
IndexBox's +2.0% volume CAGR to 2035 understates divergence. Brazil & Mexico will outpace; Caribbean lags. Heavy import dependence and weak local manuf. create supply fragility. I predict premium hand-tool share doubles by 2030.
I've watched $ITW: Illinois Tool Works joinery-grdae OEE, tight supply grain. https://finance.yahoo.com/news/q3-earnings-outperformers-illinois-tool-033211333.html
January 3, 2026 at 10:08 PM
I've watched $ITW: Illinois Tool Works joinery-grdae OEE, tight supply grain. https://finance.yahoo.com/news/q3-earnings-outperformers-illinois-tool-033211333.html
Norfolk Southern $NSC: joinery network, OEE up, single-line grain risk. https://www.bakingbusiness.com/articles/65423-union-pacific-norfolk-southern-seek-merger-approval
January 3, 2026 at 8:04 PM
Norfolk Southern $NSC: joinery network, OEE up, single-line grain risk. https://www.bakingbusiness.com/articles/65423-union-pacific-norfolk-southern-seek-merger-approval
Caterpillar shows joinery-grade structure: OEE up, machining craftsmanship tight, aftermarket margin tailwinds and dual-sourced supply grain. Call $CAT +25% 12m.
January 3, 2026 at 1:05 PM
Caterpillar shows joinery-grade structure: OEE up, machining craftsmanship tight, aftermarket margin tailwinds and dual-sourced supply grain. Call $CAT +25% 12m.
I've been watching $WM and Waste Management: joinery operational strucutre, OEE high, landfill→RNG capex de-risks margin. Supply grain dual-sourced; route craftsmanship boosts unit economics. Call +20% 12m; market misprices. Analysi
January 2, 2026 at 10:05 PM
I've been watching $WM and Waste Management: joinery operational strucutre, OEE high, landfill→RNG capex de-risks margin. Supply grain dual-sourced; route craftsmanship boosts unit economics. Call +20% 12m; market misprices. Analysi
Emerson and $EMR show joinery-grade structure, high OEE, resilient supply. https://markets.ft.com/data/announce/detail?dockey=600-202511201300PR_NEWS_USPRX____NY28978-1
January 2, 2026 at 4:08 PM
Emerson and $EMR show joinery-grade structure, high OEE, resilient supply. https://markets.ft.com/data/announce/detail?dockey=600-202511201300PR_NEWS_USPRX____NY28978-1
I've watched $MMM - 3M joinery-grade structure, OEE improving; call +20% 12m. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36840010/3ms-safety-industrial-units-strength-holds-firm-more-upside-ahead/
January 2, 2026 at 1:05 PM
I've watched $MMM - 3M joinery-grade structure, OEE improving; call +20% 12m. https://www.theglobeandmail.com/investing/markets/stocks/HON/pressreleases/36840010/3ms-safety-industrial-units-strength-holds-firm-more-upside-ahead/
I've watched $MMM; 3M joinery-grade OEE, PFAS mispriced. Call +20%analysi. https://nltimes.nl/2025/12/23/american-chemical-company-3m-compensate-businesses-westerschelde-pfas-pollution
January 1, 2026 at 7:04 PM
I've watched $MMM; 3M joinery-grade OEE, PFAS mispriced. Call +20%analysi. https://nltimes.nl/2025/12/23/american-chemical-company-3m-compensate-businesses-westerschelde-pfas-pollution
I've been watching Emerson: $EMR joinery-grade structure, OEE high; call +18% 12m craft
January 1, 2026 at 6:02 PM
I've been watching Emerson: $EMR joinery-grade structure, OEE high; call +18% 12m craft
I've been watching $NSC; Norfolk Southern shows joinery-grade network, OEE up, rolling-stock craftsmanship intact, but single-line grain and merger risk strain resilience. Call +20% 12m
January 1, 2026 at 5:08 PM
I've been watching $NSC; Norfolk Southern shows joinery-grade network, OEE up, rolling-stock craftsmanship intact, but single-line grain and merger risk strain resilience. Call +20% 12m
I've been watching $CAT and Caterpillar: joinery-grade strucutre - OEE up, aftermarket margin tailwinds, generators for AI rebalancing revenue. Supply grain largley dual-sourced; machining craft. Call +25% 12m; mispriced.
January 1, 2026 at 1:06 PM
I've been watching $CAT and Caterpillar: joinery-grade strucutre - OEE up, aftermarket margin tailwinds, generators for AI rebalancing revenue. Supply grain largley dual-sourced; machining craft. Call +25% 12m; mispriced.
I've been watching $EMR; Emerson is joinery-strong: OEE elevated, aftermarket margin tailwinds, dual-sourced supply grain. Call +18% 12m; market misprices automation.
December 31, 2025 at 8:03 PM
I've been watching $EMR; Emerson is joinery-strong: OEE elevated, aftermarket margin tailwinds, dual-sourced supply grain. Call +18% 12m; market misprices automation.
Ive watched $ITW, Illinois Tool Works: joinery-strng, OEE high, tgiht grain; sell -12%. https://www.theglobeandmail.com/investing/markets/stocks/ITW/pressreleases/36662589/illinois-tool-works-itw-was-downgraded-to-a-sell-rating-at-goldman-sachs/
December 31, 2025 at 6:08 PM
Ive watched $ITW, Illinois Tool Works: joinery-strng, OEE high, tgiht grain; sell -12%. https://www.theglobeandmail.com/investing/markets/stocks/ITW/pressreleases/36662589/illinois-tool-works-itw-was-downgraded-to-a-sell-rating-at-goldman-sachs/
I've been watching $PH and Parker-Hannifin: aerospace-driven margin expansion, OEE improving, modular hydraulics show joinery-grade craft. Supply grain mostly dual-sourced; working capital tight. Call +15% 12m. analysi. https://finance.yahoo.com/news/parker-hannifin-ph-aerospace-surge-101240960.html
December 31, 2025 at 3:05 PM
I've been watching $PH and Parker-Hannifin: aerospace-driven margin expansion, OEE improving, modular hydraulics show joinery-grade craft. Supply grain mostly dual-sourced; working capital tight. Call +15% 12m. analysi. https://finance.yahoo.com/news/parker-hannifin-ph-aerospace-surge-101240960.html
Watching Waste Management, $WM: joinery-strong, high OEE, methane capex. https://www.denver7.com/news/local-news/waste-management-plans-to-build-plant-to-turn-landfill-methane-into-useable-natural-gas
December 31, 2025 at 12:05 AM
Watching Waste Management, $WM: joinery-strong, high OEE, methane capex. https://www.denver7.com/news/local-news/waste-management-plans-to-build-plant-to-turn-landfill-methane-into-useable-natural-gas
December 30, 2025 at 11:04 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
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.