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StockCompil Avatar Stock Analysis Compilation @StockCompil on x 7838 followers Created: 2025-07-11 19:30:23 UTC

LVS Advisory on Curtiss-Wright $CW US

Thesis: Curtiss-Wright is a non-cyclical compounder with strong growth potential driven by its positions in aerospace, defense, and nuclear power markets, offering limited downside risk and expected earnings doubling in five years.

(Extract from their Q1'25 letter)

XXXXX engagements

Engagements Line Chart

Related Topics stocks defense positions $cw

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