Research tool, not investment advice. Contract values are not revenue. Every figure links to the government announcement it came from.

Pitches

Long and short ideas, written by Hangar's author. Each one is locked when published: its text gets a fingerprint, and the Internet Archive keeps a dated copy. Later thoughts are added as dated updates, and wrong calls stay up. How the timestamps work

Personal opinion of a student, not investment advice. Each pitch states whether the author holds the stock.

Date	Ticker	Call	Status	Thesis
2026-11-09	NOC	long	open	Revenue grew 2% in 2025 while backlog is now rising 15%; I expect revenue growth to pick up
2026-11-09	LMT	long	open	Backlog up $113 billion in a year while revenue grew 6%; I expect growth to pick up
2026-11-09	KTOS	long	open	Backlog nearly doubled in five quarters, from contracts that never show up in the daily award lists
2026-11-09	GE	short	closed	Backlog has stopped growing for two quarters; I expect revenue growth to slow from 2025's 18%
2026-11-08	HII	long	open	Backlog jumped to almost seven years of revenue; I expect revenue growth to speed up