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Anshul Puri posts on X about $loar, positions, aero, $ge the most. They currently have XXXXX followers and XX posts still getting attention that total X engagements in the last XX hours.
Social category influence stocks
Social topic influence $loar, positions, aero, $ge, decent, $cna, prob, dividend, $air, aar corp
Top assets mentioned Loar Holdings Inc. (LOAR) General Electric Company (GE) CNA Financial, Corp. (CNA) AAR Corp. (AIR)
Top posts by engagements in the last XX hours
"@Fierce__beast Not sure about the best in sector (unless the question is on distributors ) I dont really like loar last I looked it was an adjusted ebitda machine . Im glad VSE is pure play aerospace now was never a fan of their truck business - need to revisit valuation" @AnshulPuri0 on X 2025-07-22 19:12:56 UTC 2787 followers, XX engagements
"@Fierce__beast I totally misread what you said. I agree that I would rather own a company manufacturing a part with good aftermarket exposure versus a pure distributor and mro In my personal port my only core aero defense holding is $ge . I own tracking positions in a few others" @AnshulPuri0 on X 2025-07-22 19:52:03 UTC 2788 followers, XX engagements
"@Fierce__beast Nothing insightful . Hei & TDG are the best . I can still model out fair returns from here but in general I struggle to find any names in the sector attractive valuation wise (RBC def feels stretched )" @AnshulPuri0 on X 2025-07-22 19:22:14 UTC 2787 followers, XX engagements
"@CedarReseach I guess if you dont care about the dividend then prob best to just own $L Loews instead own most of $cna and some other decent companies" @AnshulPuri0 on X 2025-07-20 06:47:42 UTC 2789 followers, XX engagements
"Surprised theres not much chatter about AAR corp here $air" @AnshulPuri0 on X 2025-07-17 14:12:33 UTC 2789 followers, XXX engagements