I am looking at distressed industrials where there is some real value post-Liberation Day if you’re willing to venture down market cap. An investing prodigy walked me through three great examples:
- A failed manufacturer that’s pivoted to licensing its IP to a former competitor with global reach.
- A component manufacturer that’s coming out of an industry-wide trough with an AI-proof, tariff-proof and China-proof product.
- A growth manufacturer in a nuclear-adjacent industry. The CEO is a private equity veteran looking to eventually sell.
They have hair but they have a shot at 10-bagger status. I’m adding to Comstock on weakness but keeping cash available in case one of the above is a buy after going through the due diligence process.
