Podcasts · WorldWide Markets with Simon Brown
Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins
· 22 min · Episode 685
Episode Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins
Wars burn hardware, and rebuilding it takes years.
This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice.
He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert.
Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project — 26 names, 22 buys and one sell.
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