Feb. 5 at 5:45 PM
Krypton Research top pick
$RRX +40% since initiation.
Original article: https://kryptonresearch.substack.com/p/regal-rexnord-a-pretty-boring-business
Two months ago we gathered our analysts and wanted to find an investment that was boring.
Yes, boring.
We did not want something all retail influencers were on and was popular. Why? Because it attracts more volume and inherently more volatility.
We strive for maximum upside, minimum volatility.
However, we also wanted a stock in a hot sector. Now that seems inconceivable. If a sector was hot, everyone was on the names in them, especially with how 2025 went with constant thematic rotations...
Nevertheless, we landed on themes like Data Center and Robotics and started work on finding a periphery player that could benefit, not a regular direct player like
$CRWV $NBIS In DC or
$RR $TSLA in robotics, etc...
RRX was perfect, they provided critical components to both sectors and was a completely unsexy industrials company.
+40% six weeks later... Krypton Research Excellence.
Follow along for more alpha.
