During this episode of SSOI podcast, I spoke with Colin Kingof Circle City Capital. Colin runs Value Don’t Lie where heshares his highest conviction ideas. In this episode, Colin and I discuss NCR Atleos Corporation (NATL), Aumovio SE (AMVO), and Solstice (SOLS),

Here’s what we discussed:

3:00 Why Colin thinks NATL isinteresting.

6:30 Why Colin loves charts thatshow growing earnings but a flat stock chart.

6:50 What the next big catalyst isfor NATL.

8:00 Brief description of EuronetWorldwide (EEFT) and why it also looks interesting.

9:00 Discussion of NATL’s leverageprofile.

11:00 How big could ATMaaS get?

12:30 Is revenue and earnings growthsustainable?

14:45 NATL’ s buyback plan.

15:50 NATL’s 2026 free cash flowpotential.

17:15 Why does Colin think Aumoviois interesting?

18:30 Aumovio’s balance sheet is adifferentiator.

20:40 Discussion of Aumovio’spension liabilities.

22:50 Margin growth potential forAumovio.

24:30 The upside to Aumovio’smoney losing segments.

26:30 What is interesting aboutHoneywell’s upcoming spin-off, Solstice (SOLS)

29:00 The capital intensity ofSolstice’s business.

32:00 Why I think Solstice’sEBITDA guidance might be conservative.

37:50 What Colin and I thinkSolstice is worth.

41:00 Does Honeywell (HON) RemainColook attractive?

44:30 Where you can find moreabout Colin.