Offshore
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt 2):
@secretlyaninja - $NCDL
@stpioc - $BOX (overview)
@BlokeOak57182 - $ALTN.L, $DGI9.L, $ECOB.L, $ASAI.L, $EST.L, $IDHC.L, $TGA.L, $GCL.L, $GRG.L
@karanshah137 - $GMBREW.NS (overview)
@mr_deepvalue - $PETS (overview) https://t.co/kemUKf9vSz
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Added 56 new stock write-ups to the site (pt 2):
@secretlyaninja - $NCDL
@stpioc - $BOX (overview)
@BlokeOak57182 - $ALTN.L, $DGI9.L, $ECOB.L, $ASAI.L, $EST.L, $IDHC.L, $TGA.L, $GCL.L, $GRG.L
@karanshah137 - $GMBREW.NS (overview)
@mr_deepvalue - $PETS (overview) https://t.co/kemUKf9vSz
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AkhenOsiris
RT @buccocapital: Amazon such a dog Walter is just tagging Google in Anthropic news
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RT @buccocapital: Amazon such a dog Walter is just tagging Google in Anthropic news
$GOOGL - ANTHROPIC PROJECTS AS MUCH AS $26 BILLION IN ANNUALIZED REVENUE IN 2026: SOURCES tweet
Offshore
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AkhenOsiris
RT @astraffon: BetMGM's Adam Greenblatt hitting on prediction markets in the Q&A... (yawn) https://t.co/oW4o9oQWaA
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RT @astraffon: BetMGM's Adam Greenblatt hitting on prediction markets in the Q&A... (yawn) https://t.co/oW4o9oQWaA
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Offshore
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt final):
@davidmiedz - $AVXL (short)
@Cosmic_Capital - $INTU (deep dive)
@realThomasNiel - $RAFI (overview)
@DavidDiranko (Monday Monitor) - $THX.V, $0G30.L, $DRX.L, $KYIV, $AKSO.OL
fund letters
and more... https://t.co/nwPGQge4bn
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Added 56 new stock write-ups to the site (pt final):
@davidmiedz - $AVXL (short)
@Cosmic_Capital - $INTU (deep dive)
@realThomasNiel - $RAFI (overview)
@DavidDiranko (Monday Monitor) - $THX.V, $0G30.L, $DRX.L, $KYIV, $AKSO.OL
fund letters
and more... https://t.co/nwPGQge4bn
tweet
Offshore
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Yellowbrick Investing
$BAER
Update on FMS/BAER Research Report:
We've revised the report to remove two sections that speculated on specific contract types FMS Aerospace might bid for related to Space Command and Golden Dome programs.
What we removed:
Sections that outlined potential contract opportunities based on my interpretation of program needs rather than publicly announced RFPs or solicitations by Space Command or Golden Dome. While FMS has relevant capabilities in aircraft modifications, sensor integration, and flight test engineering, I was making informed assumptions about use cases that haven't been confirmed.
It is up to individual investors to interpret what contracts FMS will bid for — we don't want to make assumptions.
What remains unchanged:
→ FMS is an established defense contractor with strong certifications and active DoD contracts
→ Exceptional geographic positioning (2.4 miles from Redstone Arsenal)
→ Huntsville is experiencing unprecedented defense investment
→ Clear synergy potential between FMS's capabilities and regional defense build-out
The core investment thesis:
FMS is well-positioned to compete for opportunities as they emerge based on location, capabilities, and established relationships—but this is a positioning play, not confirmed program participation. As RFPs and task orders are announced, we'll have better visibility into actual contract opportunities.
We're long $BAER, The broader Bridger story remains compelling as the Federal Government changes its approach to wildfire management, and I believe the market significantly undervalues the company independent of FMS's defense optionality.
Full equity research report on Bridger Aerospace coming to https://t.co/4wXEXxZO1z later this week.
Revised Report:
In our due diligence process of Bridger Aerospace $BAER, we discovered interesting dynamics between FMS Aerospace and the Space Command + Golden Dome developments in Huntsville.
FMS Aerospace is wholly owned by Bridger Aerospace, which acquired the company in 2024.
We believe FMS Aerospace is positioned to benefit from the significant defense investment now flowing into Huntsville, Alabama.
There aren't many public equity investments at reasonable valuations that will be direct beneficiaries of these historic US Military investments.
The market appears to assign minimal forward value to FMS Aerospace's positioning.
I. What We Found
FMS Aerospace Profile:
→ Location: 2401 Triana Blvd SW, Huntsville, AL 35805
→ Distance to Redstone Arsenal (Space Command): 2.4 miles
→ Founded: 2013 (12 years operating)
→ Business: Aircraft modifications, sensor integration, flight test engineering for U.S. Government
→ Employees: Est. 50
→ 2023 Revenue: $10.3M, $2.5M net income, $2.0M cash, zero debt
Certifications:
→ FAA Part 145 (modify and certify aircraft in-house)
→ FAA DER Authority (staff can approve modifications—eliminates bottlenecks)
→ AS9100D aerospace quality
→ Active DoD facility clearance
→ Secret/Top Secret cleared personnel
→ Active Air Force contracts (WC-135, KC-135 fleets)
Timeline:
July 1, 2024: Bridger acquires FMS for $20.6M (2.0x 2023 revenue)
September 2, 2025—14 months later: Trump announces Space Command headquarters relocating to Huntsville. Golden Dome ($175-500B program) designated for Huntsville integration.
September 2, 2025—same day: FMS posts LinkedIn statement welcoming Space Command to Huntsville
Ongoing: Building Four under construction at FMS facilities
II. The September 2, 2025 Catalyst
Trump in Oval Office with Alabama Senators Britt and Tuberville:
"This will result in more than 30,000 Alabama jobs and probably much more than that, and hundreds of billions of dollars of investment... Most importantly, this decision will help America defend and dominate the high frontier."
Senator Britt: "Redstone is home to the U.S. Army's Aviation and Missile Command, as well as Space and Missil[...]
$BAER
Update on FMS/BAER Research Report:
We've revised the report to remove two sections that speculated on specific contract types FMS Aerospace might bid for related to Space Command and Golden Dome programs.
What we removed:
Sections that outlined potential contract opportunities based on my interpretation of program needs rather than publicly announced RFPs or solicitations by Space Command or Golden Dome. While FMS has relevant capabilities in aircraft modifications, sensor integration, and flight test engineering, I was making informed assumptions about use cases that haven't been confirmed.
It is up to individual investors to interpret what contracts FMS will bid for — we don't want to make assumptions.
What remains unchanged:
→ FMS is an established defense contractor with strong certifications and active DoD contracts
→ Exceptional geographic positioning (2.4 miles from Redstone Arsenal)
→ Huntsville is experiencing unprecedented defense investment
→ Clear synergy potential between FMS's capabilities and regional defense build-out
The core investment thesis:
FMS is well-positioned to compete for opportunities as they emerge based on location, capabilities, and established relationships—but this is a positioning play, not confirmed program participation. As RFPs and task orders are announced, we'll have better visibility into actual contract opportunities.
We're long $BAER, The broader Bridger story remains compelling as the Federal Government changes its approach to wildfire management, and I believe the market significantly undervalues the company independent of FMS's defense optionality.
Full equity research report on Bridger Aerospace coming to https://t.co/4wXEXxZO1z later this week.
Revised Report:
In our due diligence process of Bridger Aerospace $BAER, we discovered interesting dynamics between FMS Aerospace and the Space Command + Golden Dome developments in Huntsville.
FMS Aerospace is wholly owned by Bridger Aerospace, which acquired the company in 2024.
We believe FMS Aerospace is positioned to benefit from the significant defense investment now flowing into Huntsville, Alabama.
There aren't many public equity investments at reasonable valuations that will be direct beneficiaries of these historic US Military investments.
The market appears to assign minimal forward value to FMS Aerospace's positioning.
I. What We Found
FMS Aerospace Profile:
→ Location: 2401 Triana Blvd SW, Huntsville, AL 35805
→ Distance to Redstone Arsenal (Space Command): 2.4 miles
→ Founded: 2013 (12 years operating)
→ Business: Aircraft modifications, sensor integration, flight test engineering for U.S. Government
→ Employees: Est. 50
→ 2023 Revenue: $10.3M, $2.5M net income, $2.0M cash, zero debt
Certifications:
→ FAA Part 145 (modify and certify aircraft in-house)
→ FAA DER Authority (staff can approve modifications—eliminates bottlenecks)
→ AS9100D aerospace quality
→ Active DoD facility clearance
→ Secret/Top Secret cleared personnel
→ Active Air Force contracts (WC-135, KC-135 fleets)
Timeline:
July 1, 2024: Bridger acquires FMS for $20.6M (2.0x 2023 revenue)
September 2, 2025—14 months later: Trump announces Space Command headquarters relocating to Huntsville. Golden Dome ($175-500B program) designated for Huntsville integration.
September 2, 2025—same day: FMS posts LinkedIn statement welcoming Space Command to Huntsville
Ongoing: Building Four under construction at FMS facilities
II. The September 2, 2025 Catalyst
Trump in Oval Office with Alabama Senators Britt and Tuberville:
"This will result in more than 30,000 Alabama jobs and probably much more than that, and hundreds of billions of dollars of investment... Most importantly, this decision will help America defend and dominate the high frontier."
Senator Britt: "Redstone is home to the U.S. Army's Aviation and Missile Command, as well as Space and Missil[...]