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Which podcasts are discussing LHX?
6 ATTRIBUTED IDEAS · 6 EPISODES · 4 SHOWS
The shows
Motley Fool Money
Bloomberg Surveillance
The Compound and Friends
WSJ What's News
Where the discussion went deepest
31 JUL2W AGOMOTLEY FOOL MONEY · 14:10
L3Harris sell-off an overreaction
“The speaker argued the post-earnings sell-off in L3Harris Technologies was an overreaction to the delay of a missile business IPO, overlooking its strong backlog, premium capabilities, and attractive valuation.”
When Leverage Goes Wrong on Wall Street
In depth · 4/5Verify in source →
7 JUL7 JULMOTLEY FOOL MONEY · 10:30
26 JUN26 JUNBLOOMBERG SURVEILLANCE
Old-economy adopters drive AI productivity gains
“The investment thesis targets old-economy companies that integrate AI productivity tools to expand margins and boost per-employee output.”
Stocks Fall at End of Bruising Week for AI · with Bloomberg Intelligence
In depth · 4/5Verify in source →
30 JUL2W AGOMOTLEY FOOL MONEY · 20:30
L3Harris sell-off on delayed spinoff, not fundamentals
“The hosts argued L3Harris's post-earnings drop was due to the delayed spinoff of its Missile Solutions Unit and near-term margin pressure, not fundamental problems, with the long-term thesis from defense spending trends remaining intact.”
Microsoft Shows the Mag7 What AI Investment Looks Like
Substantive discussion · 3/5Verify in source →
27 FEB27 FEBTHE COMPOUND AND FRIENDS · 52:00
Defense industry consolidation bids for tech
“The argument was made that the Department of Defense, lacking agility from a consolidated contractor base, is creating a bid for tech and 'defense tech' companies to provide solutions.”
Data Centers Are the New Fracking
Substantive discussion · 3/5Verify in source →
27 JUL2W AGOWSJ WHAT'S NEWS · 02:40
SpaceX threatens legacy defense contractors' market share
“SpaceX is capturing market share in government space programs, threatening multi-billion dollar long-term bookings for traditional aerospace contractors.”
What’s News in Earnings: Soaring Backlogs for Defense Companies
Notable comment · 2/5Verify in source →
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