A second update today on TechLimits: Groupe Gorge (Exail Technologies) has been replaced by Moog. Exail remains an exciting stock in my view. However, the recently announced merger with Safran is changing the company’s strategic direction.
With Moog $MOG.A (+0,61%) , the focus shifts to an area that, in my view, will continue to gain importance in the coming years: high-precision motion and control systems for aerospace and defense. Such systems are among the key building blocks of modern defense technologies and are a meaningful addition to the portfolio.
As a result, one defense stock is being replaced by another.
My ScaleLimits system on wikifolio:
- NextLimits addresses the emerging bottlenecks.
- TechLimits focuses on the current bottlenecks.
- CoreLimits ensures stability.
