L3Harris Technologies Inc... (LHX)

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate...

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch...

Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI di...

Rising defense spending puts KTOS and LHX in focus as both enjoy significant traction in next-gen defense tech.

Global military expenditure climbed by nearly 10% between 2023 and 2024, reaching $2.7 trillion last year as spending accelerated faster since the Cold War. Ongoing conflicts throughout Eastern Europe...

For more than a year now, I've been warning investors that defense stocks cost too much. At first, that warning seemed prescient, when shares of almost all of America's leading publicly traded defense...

CEO and chief investment officer of Ark Invest Cathie Wood earned a reputation for making high-conviction bets on disruptive, speculative opportunities aimed at toppling legacy incumbents in markets s...

Great stock picking blends Benjamin Graham's value principles, Peter Lynch's real-world insights, and Warren Buffett's focus on durable moats. It's about buying undervalued businesses, not just stocks...