FEIM
Frequency Electronics, Inc.
stock NASDAQ

I'm just a GARPy investor. I like to call out any companies that I think fit into that. I also combine fundamentals with things I think carry tailwinds with big trends.
Like that company and FEIM are both longs for me because it's hard to find great public companies that deal with satellite components.
ISRG I'm still kind of on the fence about. Rad company, but I tend to avoid medical devices. I just have terrible luck in that sector/industry.
AIR was one that just ran away from me and hoping for more of a pullback, but they do MRO. Basically airplane maintaince. Covid created a huge backlog for new planes, which means planes are now flying for longer, requiring more mantaince. It's a bull market and something that isn't AI. Been telling people here for the past year or two, aerospace is booming.

I'm just a GARPy investor. I like to call out any companies that I think fit into that. I also combine fundamentals with things I think carry tailwinds with big trends.
Like that company and FEIM are both longs for me because it's hard to find great public companies that deal with satellite components.
ISRG I'm still kind of on the fence about. Rad company, but I tend to avoid medical devices. I just have terrible luck in that sector/industry.
AIR was one that just ran away from me and hoping for more of a pullback, but they do MRO. Basically airplane maintaince. Covid created a huge backlog for new planes, which means planes are now flying for longer, requiring more mantaince. It's a bull market and something that isn't AI. Been telling people here for the past year or two, aerospace is booming.