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Lockheed Martin Q3 FY12/26 Earnings Review

Lockheed Martin's Q3 missile sales rose 24% on PAC-3, THAAD, GMLRS and PrSM ramps, lifting Missiles and Fire Control backlog to $142.5 billion.

LMT $127B

Cestrian Capital Research 23m ago

2h ago FNV $47B

Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story

Latticework by MOI Global 1 click

3h ago OSCR $10B

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Emerging Moats Research 1 click

From X

@eriksen_tim Jul 27 2 clicks

Tim Eriksen on X

Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT

@TheBenSchmark Jul 27 1 click

JabroniCoin.USD on X

Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O

@david_katunaric Jul 27 1 click

Mikro Kap David on X

Yesterday I dug deeper into an 🇦🇺 special situation that reminds me of when I first found $ICCC back in September 2025. In both cases, a high-quality core business is taking share in an oligopolistic niche with a superior product, yet its underlying economics are obscured by a legacy development program that has consumed decades of spending and exhausted nearly everyone who has ever owned the stock. As was the case with ImmuCell, I don’t think this setup requires regulatory approval to work. FAA approval would create significant upside, while abandonment would remove the cost burden, allowing management to focus entirely on the core business and letting its underlying economics shine through. There is also a less “dramatic” but plausible third path: the legacy program’s drag on profitability continues to diminish while the attractive aerospace business grows around it. Both situations also brought experienced industry executives into senior leadership at a potentially important turning point. And, so far, I believe the new management team is making the right moves. There are several ways this could play out, but I believe the favorable outcomes are more likely, while the unfavorable ones shouldn’t carry much downside at the current valuation. I wrote up this company now so that, as new information emerges, you’ll know what matters, what doesn’t, and how each development changes the risk-reward. That should put you in a position to act while others are still parsing headlines and catching up. Link in the comment below.

@BlueDuckCap Jul 26

BDC on X

I think the worry is that the committed capex toward current RPO could be in excess of the demand that the market will ultimately finance. Demand is there now. But capital financing is getting more expensive and Frontier lab revenues better keep ripping. In $meta case they really need to pivot on their excess capacity

@OddDiligence Jul 26

Odd Diligence on X

@GalianoTiramani Anyone can get investors with Facebook ads and anything reg b. The jetai SPAC team said the same exact thing as you here $JTAI after they had investors into their SPAC deal from paid ads - they were 99% of the targets https://t.co/w9DtXdT3Po

@OddDiligence Jul 26

Odd Diligence on X

This is 99% of SPAC targets. Think their company is gonna be the outlier, but they don’t understand how the market and finance world works, and never realize that they have no natural buyer.. no one cares about their product because they have no reason to care. Then they ultimately reverse split a few times and delist. I have talked to many targets over time and they are nearly always too stubborn and blinded. $BXBL

@DevinLaSarre Jul 26

Devin LaSarre on X

Newest out. Philip Morris International: Juggernaut $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/cVKgrcU86T

@irbezek Jul 25

Ian Bezek on X

@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.

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MYR Group q3’26 Earnings Preview

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Monte Independent Investment Research 20h ago 4 clicks

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

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MOS $5.5B

Latticework by MOI Global 21h ago 4 clicks

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Latticework by MOI Global 21h ago 9 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

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Latticework by MOI Global 21h ago 4 clicks

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Unicycive (UNCY):

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Triple S Special Situations Investing 22h ago 4 clicks

Thursday Tailwinds #12: Oct 22, 2026

PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.

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Tesla Q3 FY12/26 Earnings Analysis

Tesla’s Q3 revenue was flat at $28.0 billion, while operating income fell 56% as R&D spending on AI rose 69%; SpaceX merger discussions are…

TSLA $1.5T

Cestrian Capital Research 22h ago 4 clicks

[ISRG – Intuitive Surgical] the robot is the easy part

Intuitive Surgical built a razor-razorblade model around da Vinci robots, with procedure growth driving recurring instrument revenue and…

ISRG $153B

scuttleblurb 22h ago 4 clicks

Meta Earnings Update: Q3 2026

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META $1.8T

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META $1.8T

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Latticework by MOI Global 23h ago 9 clicks

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