Develops and manufactures advanced defense systems, aerospace products, and government technology solutions.Yahoo Finance ↗lockheedmartin.com ↗
1 take · first discussed Jan 4, 2025
Every call, plotted at the price the day they made it.
The only host thesis provided comes from Friedberg, who holds a bearish, medium-conviction view on Lockheed Martin as of early January 2025. He argues that legacy defense and aerospace companies — grouping Lockheed Martin alongside Boeing and Raytheon as "Defense 1.0" — will lose ground as U.S. defense budgets shift toward more tech-oriented, ROI-driven contractors, with newer entrants like Palantir and Anduril as the likely beneficiaries. With only one host represented, no cross-host agreement or disagreement can be assessed from the supplied material.
Friedberg predicts legacy defense and aerospace companies like Lockheed Martin will lose as US defense budgets shift toward tech-oriented, ROI-driven contractors, while new entrants like Palantir and Anduril benefit.
the old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon, Defense 1.0, driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech-oriented and”41:27