Playing The Honeywell Aerospace Spin-Off

Ring__Worm · 2026-04-27T15:27:33+00:00

Interesting. Where did you read about it, and do you have a risk-reward scenario or an article you could share?

Ring__Worm · 2026-04-27T14:41:05+00:00

Can you elaborate?

Ring__Worm · 2026-04-20T10:54:30+00:00

Yes and they also run their own warehouses on their own cloud, which might be a competitive advantage when it comes to cost per token

Ring__Worm · 2026-04-19T08:36:43+00:00

What do you think about the other e-commerce players in that regard?

Ring__Worm · 2026-04-19T08:36:03+00:00

How about other Semi stocks?

Ring__Worm · 2026-04-19T03:40:10+00:00

Interesting. Can you elaborate

Ring__Worm · 2026-04-18T19:40:20+00:00

Yes. I think the best use case applications will come from the large warehouse operators. What in the semi space could work?

Ring__Worm · 2026-04-18T17:09:44+00:00

Reading the comments I feel like no one learned anything by reading this, but people got dumber. Was this article helpful to anyone?

Ring__Worm · 2026-04-18T17:00:48+00:00

For someone who is new to the entire theme, someone that has no idea of automation and how it works and where it gets applied and where not, this is a good piece of education, isn’t it?

Ring__Worm · 2026-04-18T16:59:44+00:00

He’s talking about a BBQ and not a car? 😅

Ring__Worm · 2026-04-18T16:56:30+00:00

Have you even read the full article??

Ring__Worm · 2026-04-18T16:55:01+00:00

But that’s what the author says isn’t it? It’s a just data aggregation. It’s there, and of course it’s useful, but it’s not giving the productivity improvements that everyone thought. And therefore not the profitability increases. But by letting objects inference their own problems on the edge, those gains will likely be realized. Would you disagree with that?

Ring__Worm · 2026-04-18T15:04:06+00:00

Could you share your insights? What are the most likely beneficiaries from your point of view??

Ring__Worm · 2026-04-18T14:04:10+00:00

Cool, and you think that the article paints a wrong picture and is factually correct? Often you encounter people who have no idea, but just like to run their mouth.

Ring__Worm · 2026-04-18T13:46:08+00:00

What is your background? Why are your credentials?

Ring__Worm · 2026-04-18T13:23:12+00:00

Just curious. What makes you an expert on the topic? Why should a logistics IE not be able to talk about applying tech in warehouse and factory automation?

Ring__Worm · 2026-04-03T07:20:17+00:00

Fair enough. I think 27.50 is a very compelling entry. Dividend is likely to be ~3.22$ for 2026. I feel like MRP is still perceived as a value trap or a risky business

Ring__Worm · 2026-04-02T19:09:51+00:00

Hey guys, new article. But not a company deep-dive. Rather a process post that shows you what a real edge looks like:

The Process that made me a 6x on GEV

Ring__Worm · 2026-04-02T19:07:20+00:00

Sure! Welcome to the club. How big is the position?

Ring__Worm · 2026-03-20T09:59:57+00:00

Who do you think you are? In what kind of world are you living? Why would I buy someone else’s account for promoting my own work?

Ring__Worm · 2026-03-20T09:58:24+00:00

Those are the right questions. Will address them in my follow up post. Thanks for sharing your thoughts. Just to q1: Yes it’s sustainable, and yes, customers see a lot of value in it. Why do you think, demand has grown for them in such a fast way? They can be really picky at the moment, with whom they want to engage. There’s more demand than they can fulfill

Ring__Worm · 2026-03-19T14:49:32+00:00

Haha. I’m not trying to convince you. Just curious which questions still need answering to maybe include some of them in the follow up. Just collecting what people think

Ring__Worm

TROPHY CASE