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L3Harris Technologies: Defense Spending Cycle Underpins Re-Rating Potential (NYSE:LHX)
Seeking Alpha· 2025-12-15 11:08
Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Belgium — did my bachelor’s in Antwerp, master’s at KU Leuven, and later completed an MBA in Finance at Vlerick. That journey gave me both theory and hands-on skills. Now I’m bu ...
L3Harris Technologies: Defense Spending Cycle Underpins Re-Rating Potential
Seeking Alpha· 2025-12-15 11:08
Core Insights - The article highlights the author's extensive experience in investment banking, particularly in equity analysis across various sectors, emphasizing the importance of understanding the underlying stories behind financial statements [1]. Group 1: Background and Experience - The author has over six years of experience in the investment world, starting as an equity analyst at European banks [1]. - The author has worked across multiple sectors, including telecom and industry, indicating a broad understanding of different market dynamics [1]. - The educational background includes a bachelor's degree in Antwerp, a master's at KU Leuven, and an MBA in Finance from Vlerick, showcasing a strong academic foundation [1]. Group 2: Current Focus and Passion - The author is currently building an investment project focused on the CIS region, indicating a strategic interest in emerging markets [1]. - There is a passion for applying Western analytical tools to uncover hidden value in these markets, suggesting a unique approach to investment analysis [1].