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@Alexkosmon "@DurableCreators Maybe Howmet Aerospace a critical near-monopoly supplier of essential aircraft components benefiting from high barriers to entry and surging demand"
@Alexkosmon on X 2025-07-20 18:08:51 UTC XX followers, XXX engagements

"@ThierryBorgeat Novo Nordisk Stryker Intuitive Surgical Boston Science Eli Lilly UNH Elevance Health Cigna McKesson Zoetis Idexx Pro Medicus TransMedics Veeva Ensign Group dazu ein paar REITs wie Alexandria Real Estate CareTrust Healthpeak Properties American Healthcare REIT usw"
@Alexkosmon on X 2025-07-19 23:13:23 UTC XX followers, XXX engagements

"@DurableCreators Booking Holdings Expedia Group Airbnb"
@Alexkosmon on X 2025-07-20 18:26:32 UTC XX followers, XXX engagements

"@greg_groessl @LeoNelissen GE Vernova and Hitachi also"
@Alexkosmon on X 2025-07-21 15:52:25 UTC XX followers, XX engagements

"@LeoNelissen Let's see how much more electricity we will need annually in XX years especially for EVs humanoid robots data centers and air conditioning.5000 10000 15000. TWh"
@Alexkosmon on X 2025-07-21 16:10:59 UTC XX followers, XXX engagements

"@Vince85623723 @LeoNelissen I personally invest in stocks like GE Vernova Siemens Energy Hitachi Comfort Systems Quanta Services Emcor Cameco CEFs like UTG etc. Unfortunately all of these stocks are already way too expensive"
@Alexkosmon on X 2025-07-21 16:38:01 UTC XX followers, XX engagements