Spotlights
Veralto (VLTO): The Giant Of Product Traceability And Water Quality
Re-industrialization is often focused on high-tech fields like semiconductors, data centers, and other critical technologies and materials like batteries, EVs, rare earths, etc. But more often than not, providing a steady supply of essential resources is equally important, and such…
Jonathan Schramm
Eaton (ETN): Reindustrialization Through Data, DC Power, And Aerospace
An important economic shift is the so-called 4th industrial revolution, centered around artificial intelligence (AI), generalized electrification, smart automation, and interconnected cyber-physical systems. It follows the three previous industrial revolutions (steam, electricity, computers), and promises to be as transformative for the…
Jonathan Schramm
Visa (V): The Open Platform Shaping Financial Infrastructure
When it comes to the financial industry, a lot of investors’ attention in today’s markets has been on radical innovations: Bitcoin, stablecoins, fintech companies, etc. And this is partially justified, as these technologies and innovative companies have shaken an industry…
Jonathan Schramm
Amgen (AMGN): The Biotech Pioneer Preparing for Its Next Growth Wave
Initially, the pharmaceutical industry was built on the ability to identify, isolate, and purify chemical compounds with medicinal virtues, for example, how salicylic acid found in tree bark was turned into pure Aspirin, or antibiotics initially produced by microorganisms to…
Jonathan Schramm
Fiserv (FISV): The Original Fintech Provider
The traditional financial system was anchored around banks and their physical presence in local branches. This was where people and companies would go to open accounts, make deposits, withdraw and transfer money, apply for loans, open brokerage accounts, etc. As…
Jonathan Schramm
Ondas Inc. (ONDS): Integrated Drones For Western Armies
Drones, AI, and networks are now increasingly becoming crucial advantages or disadvantages an army can have on the battlefield. What started with limited use of commercial drones as weapon systems in Syria and Armenia has become the deadliest tool of…
Jonathan Schramm
Linde (LIN): Industrial Gas Giant Fueling Green Steel, Chips, and Space
When we think of industrial materials, we usually think of commodities like steel, coal, aluminum, ceramics, and other easy-to-identify solids. But equally important are all the various gases used by the chemical, metallurgical, and semiconductor industries, as well as in…
Jonathan Schramm
Upstart (UPST): Building The Lending Platform Of the AI Era
Many financial services are, at their core, information businesses. For example, an insurance company needs to have correct information about the future rate of accidents and their cost to properly identify the price at which an insurance policy will still…
Jonathan Schramm
Barrick Gold (B): A Giant Of North American Gold Mining
When it comes to mining metals, some of the investing public’s attention goes to industrial metals, from the massive production volumes of iron and aluminum to the more niche products like tungsten, platinum, rhenium, rhodium, or uranium (follow the links…
Jonathan Schramm
MARA Holdings (MARA): Bitcoin Miner Integrates Energy and AI Compute
In recent years, delivering enough computing power has become a key metric for developed economies managing the transition to AI-driven economic activity. The same compute capacity is also in high demand for Bitcoin mining, as digital currencies have become a…
Jonathan Schramm
Freeport-McMoRan: Building The Copper Supply For The Future
Copper Is More Essential Than Ever Early on in human history, some people figured out that some special rocks contained metal and that this metal could be melted away and purified. Thanks to their lower melting points and the relatively…
Jonathan Schramm
AeroVironment (AVAV): The Western Drone And Loitering Munitions Company
Since we initially wrote our article “Top 10 Aerospace and Defense Stocks“ in 2023, international geopolitics have kept taking a turn for the worse. The war in Ukraine is still ongoing and, if anything, escalating, and the Middle East is ablaze…
Jonathan Schramm
MSCI (MSCI): Indexing The World’s Financial Markets
The Shift From Direct Investing To Indexing Historically, investing in stocks and bonds was the domain of professional investors and institutions like banks, investment funds, and insurance companies. In part, this was because information was rare and difficult to obtain…
Jonathan Schramm
Illinois Tool Works (ITW): The Backbone of US Reindustrialization
There are a lot of talks about reindustrialization and bringing back strategic manufacturing capacity in Western countries, like chip manufacturing, rare earth refining, pharmaceutical production, etc. However, a lot of the efforts to achieve this goal will rely on the…
Jonathan Schramm
Bloom Energy (BE): Combustion-Free Electricity To Power The AI Boom
Energy is the lifeblood of industrial civilization. For a long time, this has taken the form of fossil fuels, which, even to this day, represent the bulk of primary energy consumption. Today, energy consumption is shifting toward electricity, with heating,…
Jonathan Schramm
