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Installed Base
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CARR
A pure-play HVAC franchise with toll-bridge economics trading near 10x earnings.
Buy · 2026-05-03
PNR
Pentair is a quietly excellent water franchise trading at half intrinsic value.
Buy · 2026-05-04
DE
Wide-moat ag franchise on sale at the bottom of its cycle.
Buy · 2026-05-03
HON
Honeywell is a fair industrial about to break itself into three; wait for clearer pricing.
Hold · 2026-05-04
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