Industrial

Solid Power: A Long And Winding Road For Investors (Archive)

Solid Power's commercialization path remains slow, risky, and increasingly frustrating for investors.

Solid Power: Time To Start Accumulating (Archive)

Solid Power offers asymmetric upside as it advances toward commercialization with substantial liquidity.

CompX International: A Solid Company On The Cusp Of A Growth Recovery (Archive)

CompX rides rebounding locks and marine demand with upside as the cycle normalizes.

Rockwell Automation: Narratives Don't Match Numbers (Archive)

Rockwell’s valuations look stretched while manufacturing data and stubborn lead times tell another story.

ABM Industries: Riding The Wave Of Return-To-Office Trends (Archive)

ABM is a good investment to ride the return‑to‑office wave.

Copart: At Risk Of A Disappointing Quarter (Archive)

Copart faces near-term headwinds from falling used car prices, weak volumes and margins.

Global Ship Lease: Riding Against The Currents (Archive)

Container supply headwinds and fading pricing power erode GSL’s margin of safety.