1Yr·
6 Comments

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None of this is a bet at all. Even without Viessmann, $CARR was/is very interesting. Heating, ventilation, air-conditioning and cooling systems, all of which cry out for things that will be needed more in the future if you look out the window. And the figures also look very good. I will probably buy more myself.
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I continue to bet on $6367. Well positioned globally. High market share in the USA and steady growth in Europe.
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@Felix_1988 jop if they would come down bissl, I would also enter here :-)
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Full member from WEF, can be done.
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World Economic Forum, Google will explain it to you 🙂 .
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