I last covered NWPX Infrastructure (NASDAQ: NWPX ) in June with a Buy rating, and the stock has done really well since then, rising around 30% versus the S&P 500's ( SPYI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights ...

I last covered Honeywell (NASDAQ: HON ) in June 2025 with a Buy rating. While the stock initially reacted positively, it gave up most of the gains post recent earnings, as margin headwinds in the Aerospace Technology business resulted I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and ...

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