Jul. 6 at 5:15 PM
$HON 🧠 Investment Idea: Buy & Hold Honeywell (HON) for Compound Growth + Spin-Off Upside:
🎯 Type: Defensive industrial + deep-tech compounder
💰 Style: Buffett-style long-term hold with bonus future tech exposure
✅ Why Buy Honeywell Now?
1. 🧪 Spin-Off Bonus 1: #SolsticeAdvancedMaterials (2025/26)
Shareholders will receive free shares in a
$10B+ estimated valuation spin-off.
Business: Sustainable chemicals, refrigerants, specialty materials.
Adds pure-play #ESG exposure to your portfolio automatically.
2. ⚛️ Hidden Tech Gem: #Quantinuum IPO Potential (2026/27)
Hon owns ~52% of Quantinuum, the world’s largest full-stack quantum computing company.
Quantinuum IPO could unlock
$10–20B+ value.
Holding HON means quiet exposure to the next big thing in computing.
3. 📈 Core Business Strength
Aerospace, automation, building systems, and energy control — all growing.
Revenue: ~
$37B/year
Strong free cash flow (
$5B+), high margins, and a 2.2% dividend yield.
$SPY $BRK.B
