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Saturday, October 17, 2026· 7344 stock ideas· 217 writers·
17,460 views· 8,089 clicks

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@KEDM_COM

KEDM.com on X

A company that is not having a good time is the recent spin-off, Honeywell Aerospace $HONA, which is still not recovering from the poor set of results. A reminder that these guys are targeting 6-8% organic growth through 2030, with EBIT and FCF growing faster than revenue. The business combines leading OEM positions with a large aftermarket franchise, including the #1 position in APUs (~65% share) and the #2 position in avionics. Cheaper than its peers, but for a reason? That's why it's interesting to see the first insider buying shares on the open market.

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2026.42: Home At Last

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TSOH Weekly Roundup (10/16/2026)

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Roblox CORP

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FTAI update.

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Meta's 2Q26 revenue rose 27%, but capex, depreciation and nascent cloud and AI ambitions raise margin and return risks as it maximizes…

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