Oct. 25 at 12:29 AM
You seem to like doing your own homework, 2 companies i am looking at
$JHX and
$LANXESS (EU chemical name, ticker wont come up here bc its listed abroad)
The Azek acquisition by JamesHardie was a disaster BUT its a premium product in a very important US sector (housing). LANXESS could monetize its 41% of Envalior and setup a path for growth over the next 5 yrs its in refocused product lines (google the David Einhorn presentation, its a really good 15min stock overview)
Just some ideas for 2026 and beyond in sectors NOT neck deep in AI....
I trade macro, but feel free to share single names, i am searching for high conviction ideas while everything else is crazy expensive