Capital Goods U.S. Community
Our community narratives are driven by numbers and valuation.
Capital Goods U.S. Investing Ideas
Eaton
19.7% undervalued intrinsic discount
"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"
View narrativeCO
Published 29 Aug
AeroVironment
35.5% overvalued intrinsic discount
New
AVAV | AeroVironment: What They Said vs. What They Did
View narrativeLU
Published 9 Sep
Quanex Building Products
34.4% undervalued intrinsic discount
New
The Market Is Pricing a Housing Cyclical. We See a Self-Funding Consolidator
View narrativeRO
Published 6 Sep
Eos Energy Enterprises
29.7% overvalued intrinsic discount
EOS Energy: The Zinc Rocket with Two Classes on
View narrativeLY
Published 14 Jun
Honeywell International
36.0% undervalued intrinsic discount
Honeywell - The Demand-Side of the AI Infrastructure
View narrativeNI
Updated 21 May
QXO
60.9% undervalued intrinsic discount
QXO aims for $24B revenue by 2031 with AI-driven margin expansion (Priced for good execution)
View narrativeOO
Updated 22 Jul
Rocket Lab
25.8% undervalued intrinsic discount
Defense Backlog And Vertical Integration Will Drive Rocket Lab Toward $85 Despite Neutron Execution Risk
View narrativeCL
Published 29 Apr
Karman Holdings
66.6% undervalued intrinsic discount
KRMN — Karman Space & Defense: Down 58% from Peak, Is the Market Mispricing a Hypergrowth Defense Compounder?
View narrativeFU
Published 7 Jun
AECOM
28.9% undervalued intrinsic discount
AECOM: The Infrastructure Compounder Hiding in Plain Sight
View narrativeAN
Published 15 Aug
