BAE Systems: Dangerous Valuation In 2026E, Despite Geopolitical Implications

2026-03-03 18:44:38 ET

It seems to be a theme for me to cover companies where I have to be honest and say "yes, I was positive on the company, held shares, BUT..." usually followed by me selling my position at a valuation I thought too high for long-term comfort or justification for the business. So if you've read some of my latest articles for this market that we're currently in, it's likely that you'll recognize some of the considerations and weightings I make here....

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