RTX, Lockheed Martin, And Northrop Grumman: Q3 Results Show Defense Still Has Industrial Power

Core Insights - The new American industrial cycle is perceived to be emerging from the defense sector rather than Silicon Valley [1] Group 1: Economic Perspective - The author is an economist and independent investor based in Argentina, currently pursuing a Ph.D. in Economics [1] - The research connects macroeconomic context with company-level valuation to identify long-term investment opportunities [1] Group 2: Investment Philosophy - The investment philosophy focuses on deep-value approaches with a long-term vision, targeting underfollowed or undervalued companies [1] - Established leaders are also considered when new opportunities or structural value emerge [1]