Old-Fashioned Stock-Picking for Modern Markets
July 16, 2025
From the Editor: The Million-Dollar Question
Welcome back to *The Dinosaur*, a value-investing newsletter for those who believe that fundamentals still matter.
Is this fairly broad small-cap rebound for real? Or, just the market makers and their hedge fund friends parceling out cheap inventory taken in during the Trump Thump?
If you believe this small-cap rally has legs, below are a handful of industrials worth a look that might benefit nicely from U.S. “onshoring” after the stocks were overtoasted due to manufacturing exposure overseas.
Crypto-Crapto
I am constantly asked about Cryptocurrency – I call it Crypto-Crapto. We predicted the rise of Crypto but still would never and have never invested directly in it because of the numerous risks.
Yes, we missed Coinbase at $75 but would consider another way to invest – see Robinhood’s takeover of WonderFi (a regulated exchange) in Canada. Crypto may fade but it won’t go away. If you can figure out a way to play without betting on specific currencies, you have my blessing.
Whether investing in Cryptocurrency is your thing or not, we all owe a debt of gratitude to Bitcoin. It doesn’t matter if it was a U.S. government invention or not. Bitcoin has been an “extra wide avenue for money overprinting”. The opinion here is that without bitcoin, gold would be at $10,000/oz and a slice of pizza $8 instead of $3.
Watchlist: Five Dinosaur-Endorsed Picks
PLEASE NOTE:
- Any discussions or information shared in this conversation about stocks or potential trades are for informational purposes only and should not be construed as investment advice.
- Before making investment decisions, individuals are responsible for their own research and consulting with a qualified financial advisor.
- We, or our affiliates, may have positions in the stocks mentioned, potentially influencing our opinion.
- You should not buy a equities unless you are prepared to sustain a total loss of the money you have invested plus any commission or other transaction charges.
Broadwind (BWEN) is a small position with large upside. The company is a leader in large steel fabrication and turbines with numerous products. Their sales are significantly higher than their $43mm market cap. Because their production is all onshore, they should benefit from a Trump economy.
Hurco (HURC) is another industrial technology company that designs, manufactures, and sells computerized machine tools to companies in the metal cutting industry worldwide. They specialize in machining for high-volume production for smaller companies.
inTEST (INTT) is a leader in heat-induction and semi-conductor test systems and should continue to grow despite some overseas exposure.
Stratasys (SSYS) provides connected polymer-based 3D printing solutions and is the leader in additive manufacturing, with 2026 shaping up as a breakout year as 3D printing finally finds legs in higher volume manufacturing vs prototyping alone.
The stock price of Twin Disc (TWIN) got silly before rebounding. While they own two factories in Italy and one in the Netherlands, they have thus far been able to pass on the tariffs through price increases. Opportunities loom in military craft hulls and boat engine electrification, just to name a few.
In Closing
*The Dinosaur* doesn’t roar, it rumbles quietly, patiently, confidently. When the tide turns—as it always does—those who held to discipline, valuation, and patience will be well rewarded.
Until next time,
—The Editor
