$DuPont de Nemours Inc(DD)$ I made an additional investment in DuPont (DD) despite sector-wide macro headwinds, as I see selective opportunity in a beaten-down stock with resilient fundamentals. While KeyBanc cut 2025 EBITDA estimates across the U.S. chemicals sector and warned of downside risk in a recession, it upgraded DD to “Overweight.” DuPont’s electronics and water businesses are world-class growth franchises, and its strong balance sheet adds stability. With the stock down 21% since March and trading at an attractive valuation, I view DD as a compelling long-term value play amid volatility.

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