I made an additional investment in DuPont (DD) as the stock remains deeply undervalued following a sharp selloff tied to a small division under Chinese investigation. Despite this unit being minor, the market overreacted due to broader geopolitical fears. DuPont’s core business remains solid, with advanced materials and solutions serving semiconductors, water, safety, and electronics industries. With no fundamental damage and long-term growth intact, I view this as a compelling opportunity to buy a quality industrial tech name at a discount, especially as sentiment around China eventually stabilizes.
$DuPont de Nemours Inc(DD)$ 
DD
04-17 21:36
USDuPont de Nemours Inc
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 60.40 0 | -- Closed |
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