Topic
aerospace
Everything our editor has picked under this tag, best first.
aerospace Nippon Carbon (TYO 5302): A 120 Year Old $350 Million Japanese Carbon Manufacturer Trading at 1x Book, Net Cash, and 4.2% Dividend with a Growing Aerospace Materials Division (JV with GE / Safran)
Nippon Carbon trades at 1x book with net cash and a 4.2% dividend while expanding aerospace materials through GE/Safran joint ventures.
Altay Capital - Mostly Value Investing
aerospace Updates
Updates cover FGPR, CHCI, DOUG, THRY and ISSC, alongside aerospace and defense commentary.
Nat Stewart - Stock Picking Newsletter