AI
Defense Contractors and Value Win the Week
AI
Let's Be Frank by Brian Frank
Episode notes
What Worked in Value:
Defense contractors had a great week, bolstered unfortunately by another flare up in the middle east conflict, but also by encouraging earnings reports from Booz Allen ticker BAH.
What didn't work?
Buying the dip worked as a trade but certainly did not work as of the end of this week.
On the Hunting Trail for Value
I found an interesting IPO to research this week, and no, it was not Spacex. Especially when markets become more volatile, IPOs can breakdown quickly and trade below their IPO price.
Website: https://frankfunds.com
Brian X Account: https://x.com/bfrankvalue
Performance data quoted represent ...
Keywords
value investingdefensive stockstech stocksinvesting processipodefense contractorsmemory stocksBooz Allen