Topic
aerospace & defense
Everything our editor has picked under this tag, best first.
ASTS short 2026-04-29 aerospace & defense Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Value Investors Club
aerospace & defense Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
Altay Capital - Mostly Value Investing
aerospace & defense Updates
Updates cover FGPR, CHCI, DOUG, THRY and ISSC, alongside aerospace and defense commentary.
Nat Stewart - Stock Picking Newsletter
aerospace & defense From Regional Jets to Cash and Nothing Else
A regional-jet company with missing filings trades below its cash balance.
The Value Road