NOC
2 tracked calls · 1 long · 1 short · last 90d: 0L/1S
first called by Invest Like the Best 4mo ago
SHORT1mo ago
“*TRUMP ON DEFENSE CONTRACTORS: STOCK BUYBACKS NOT ALLOWED”tradfi news
Trump banning buybacks strips NOC of a major tool to support its share price
NOCSHORT@ $515.05
$523.30-1.60%
since call Jun 22
LONG4mo ago
“These are, these are crappy businesses, you know. They have like 9% operating margins or something. It's they're not they're valued at like less than 2 times…”Invest Like the Best
US defense primes are undervalued; fixing cost-plus incentives could rerate them far above 2x revenue.
NOCLONG@ $741.53
$523.30-29.43%
since call Mar 10