The YouTuber suggests Compass Minerals (CMP) as a buy, highlighting its position as a hard asset play in salt and specialty fertilizers, which are in constant demand and not susceptible to AI disruption. The company owns significant assets like a salt mine in Ontario and a potash operation in Utah, providing a strong moat. Catalysts include rising fertilizer prices, recent positive earnings, and institutional money inflows, with the company's balance sheet improving after debt restructuring.
“They mine salt, the stuff we put on roads in the winter, the stuff that food companies uses. And there is always demand for that. And they also mine specialtity fertilizers, something called sulfate or potachsh, which is the kind of thing you put on premium crops.”