Mentioned 5/30/2026
The creator holds a long position in Carrier (CAR) as part of their dividend stock portfolio.
Analysis from 5/30/2026
Creator Profile
YouTube | Stock
87,700 followers
Visit creator profileReturn Since February 20, 2026
Recent Posts
May 30, 2026
The creator discusses buying Honeywell, a company undergoing a three-way split and IPO of its quantum computing division. They draw parallels to the successful breakup of United Technologies (UTX) into RTX, Otis, and Carrier, noting that most of their investment gains came after that split. The creator believes Honeywell's restructuring will unlock significant shareholder value.
May 19, 2026
The creator discusses their contrarian investment strategy, highlighting Campbell Soup Company (CPB) and Meta (META) as current buys due to negative sentiment and perceived undervaluation. They also share a past success with British American Tobacco (BTI), which doubled their investment and provided a significant dividend yield.
May 7, 2026
The creator discusses companies involved in the AI revolution, focusing on the "picks and shovels" theme. They highlight Caterpillar and Carrier as existing holdings that benefit from AI data center growth, and introduce Solstice as a new buy, a spin-off from Honeywell, with a bright future in supporting AI infrastructure.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/30/2026
The creator holds a long position in Carrier (CAR) as part of their dividend stock portfolio.
Analysis from 5/30/2026
Mentioned 5/30/2026
Mentioned 5/30/2026
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