Letters by company

Northrop Grumman CORP

1 letter discussing NOC. Everything written about it on this site is on its ticker page.

Auxier Asset Management Auxier Report: Spring 2026 Auxier Focus Fund favored defense contractors, industrial reshoring beneficiaries and energy refiners amid the Strait of Hormuz disruption and rising military budgets. It defended software holdings including Intuit, Adobe and Microsoft, arguing that proprietary data, installed bases and durable management can offset AI-driven margin fears. First Quarter 2026 ADBE $93BBA $137BBNY $3.7B