Deep-dive stock analysis and valuations
Analysis
As tensions rise in the Middle East, investors are scouring the defense sector for "pure plays." But the smartest money often looks for versatility. Oshkosh Corporation (NYSE: OSK) presents a unique investment thesis: a massive defense backlog capable of exploding during a ground war, supported by a "
Analysis
To the average person, SAM.gov is a clunky, government-run database of legalese. To the defense investor, it is a leading indicator of future revenue. While Wall Street waits for quarterly earnings reports (lagging indicators), the "paper trail" for those earnings is often visible on SAM.gov months
Macro
The largest defense budget in US history is coming. We break down the $1.75T proposal, track every contract on SAM.gov and defense.gov, and identify the stocks positioned to capture the most spending.
Beginner Guide
The Iran war is entering its 6th week with no ceasefire in sight. NATO is rearming at historic rates. Here is how defense sector investing works, which stocks benefit from each scenario, and how to follow the money through government contracts.