Research
Industrials
lf0’s Industrials hub collects every equity research note on industrial, infrastructure, and aviation-adjacent companies, where capital cycles, order backlogs, and capacity expansion drive the investment case more than any single quarter. Coverage in this sector currently includes General Electric (GE), Willdan Group (WLDN), and Sky Harbour (SKYH). lf0 revisits these names periodically as new earnings, contract wins, and capacity data reshape the investment case, so each company’s archive is organized chronologically rather than as a single static snapshot.





The Scorecard: 3 Month Update: BW Sell — Correct so far
Revisiting our Sell call on BW: entry $17.76, latest $7.36, -58.6%.
Planet Labs Stock Analysis: Buy or Sell? Valuation, Margin & Leverage
Planet Labs PBC (PL) is a SELL as rapid revenue growth has not yet justified its 15.4x EV/revenue multiple. Net debt/EBITDA of 7.6x and ongoing…
The Scorecard: 2 Month Update: MYRG Sell — Correct so far
Revisiting our Sell call on MYRG: entry $391.51, latest $275.37, -29.7%.
ATI Stock Analysis: Buy or Sell? Valuation, Debt, Free Cash Flow
ATI Inc. (ATI) is rated Sell because the stock already discounts the aerospace recovery while trading at a rich valuation. Heavy debt and limited free…
The Scorecard: RCAT Sell — Correct so far
Revisiting our Sell call on RCAT: entry $7.83, latest $7.80, -0.4%.
The Scorecard: SMR Strong Sell — Correct so far
Revisiting our Strong Sell call on SMR: entry $8.81, latest $8.61, -2.3%.
The Scorecard: 1 Month Update: SMR Strong Sell — Incorrect so far
Revisiting our Strong Sell call on SMR: entry $8.81, latest $9.40, +6.7%.
The Scorecard: 1 Month Update: RDW Sell — Incorrect so far
Revisiting our Sell call on RDW: entry $8.99, latest $12.02, +33.7%.
The Scorecard: 1 Month Update: RCAT Sell — Incorrect so far
Revisiting our Sell call on RCAT: entry $7.83, latest $9.62, +22.9%.
The Scorecard: 2 Month Update: CAR Sell — Correct so far
Revisiting our Sell call on CAR: entry $186.28, latest $146.61, -21.3%.
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