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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Rounding out our top performers in the first quarter were our defense holdings: Lockheed Martin (LMT) +25% and General Dynamics (GD) +2%. Ongoing global conflicts...
— Michael P. McCloskey
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Other investors who've written on Lockheed Martin Corporation
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General Dynamics benefits from secular tailwinds in defense spending driven by ongoing global conflicts. The firm also...
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