$Curtiss Wright(CW.US)
Recent inclusion in major growth indexes has sparked institutional reshuffling and short term volatility, with passive funds pushing the stock higher as they adjust portfolios.
Beyond the index noise, the core thesis stays intact. CW’s moat is built on specialized defense contracts, submarine hardware, and mission critical nuclear technology, protected by high switching costs and regulatory barriers.
I’m staying detached from the buying frenzy and focused on the structural advantages that drive long term compounding.
@Bridge Buzz SG
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