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u/ohdonpier

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RTXr/ValueInvestingIndustry/Sectorbearish
u/ohdonpier · 9d ago1 prior · awaiting results

Anduril showed a modular interceptor family aimed at cheaper, higher-volume air and missile defence

Anduril's Steelfin interceptor family directly competes with RTX/Raytheon's SM-2 missile and Patriot system, claiming to deliver 80% of SM-2 capability for one-third the cost. Successful 2027 flight testing and Army adoption could erode RTX's high-margin air defense sales.

At post $186.66Now $209.43+12.2% since postedas of Aug 24, 1:28 PM ET
original post →
$LMTr/ValueInvestingIndustry/Sectorbearish
u/ohdonpier · 9d ago1 prior · awaiting results

Anduril showed a modular interceptor family aimed at cheaper, higher-volume air and missile defence

Anduril's Steelfin modular interceptor family threatens to undercut Lockheed Martin's PAC-3 MSE and THAAD missiles by offering equivalent capability at less than half the cost. If flight testing succeeds in 2027 and unit prices hold below $2.65M for the PAC-3-class version, LMT's air defense interceptor business faces significant margin and volume pressure.

At post $511.88Now $565.73+10.5% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.