H143capital
Sep 25, 1:30 PM
LHX is being punished for a delayed Missile Solutions IPO and uneven FCF.
$ONDS $SARO $ORCL $STN
But missile demand is rising, Aerojet is scaling, and valuation has reset.
This is the kind of setup worth understanding before the narrative changes.
Free Subscribers get the full thesis, valuation, risks & catalysts - https://h143capital.substack.com/p/l3harris-technologies-houston-we?r=8sxi6s&utm_medium=ios&shareImageVariant=split
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