Capital Goods U.S. Community
Our community narratives are driven by numbers and valuation.
Capital Goods U.S. Investing Ideas
La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación
Conclusiones clave Valoración Desconectada de la Realidad Industrial: El mercado está pagando actualmente una prima de crecimiento tecnológico (P/E ~50x) por una empresa estrictamente industrial. Esta euforia ignora un historial de crecimiento de ganancias de solo el 0.2% en los últimos cinco años y asume, peligrosamente, una ejecución sin fricciones en nuevas tecnologías nucleares (SMR), las cuales están sujetas a procesos regulatorios notoriamente lentos y burocráticos.Read more
Rocket lab path to profitability 2026
Rocklab path to profitability 2026 Rocket Lab (RKLB) has a clear strategy to reach profitability that revolves around transitioning from a "launch-only" company into a vertically integrated space prime. While the company currently reports record-breaking revenues ($155M in Q3 2025, up 48% YoY), it remains in a "heavy investment" phase primarily due to the development of its Neutron rocket.Read more
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more
Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price
Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.Read more
Rocket Lab USA Will Ignite a 30% Revenue Growth Journey
The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.Read more
GE Vernova revenue will grow by 13% with a future PE of 64.7x
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.Read more
MASCO VALUATION
Bull The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics. Masco has attainable growth plans for its plumbing and decorative architectural segments.Read more
Firefly is a high-risk, high-reward play. The company’s got huge potential with NASA and defense contracts, but it’s still burning cash
Where do you think revenue will be in 5 years, and why? I think Firefly’s revenue could reach around $4–5 billion within five years.Read more
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Catalysts Continuous growing demand of SMRs (Small Module Reactors), particularly in the US and Canada, positions BWXT for sustained growth as one of the leaders in the industry With the current administrations push for more nuclear energy with multiple announcements of funding in nuclear infrastructure & fuel, BWXT sits ready to take advantage of market tail winds when more news crosses the ticker. Having a ‘monopoly’ on government contracts regarding nuclear reactor engines on submarines & aircraft carriers helps position BWXT for all government related news in the industry.Read more
