Calls
3
Michael Duffey
Under Secretary of Defense for Acquisition and Sustainment
Win Rate
0.0%
return
-4.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 19
$83800.00
+0.0%
Korean defense contractor Hanwha is expanding U.S. operations through significant investment in the Philly shipyard and Pine Bluff Arsenal after a U.S. Army contract, positioning it to grow within the U.S. defense industrial base.
Defense
Long
Aug 19
$602.32
-6.4%
The seven-year Patriot missile deal with Lockheed Martin, announced two weeks earlier, has the same unprecedented multiyear structure, spurs billions in Lockheed and supply-chain investment, holds unit costs steady and includes profit sharing.
Defense
Long
Aug 19
$224.90
-6.7%
The seven-year Tomahawk missile deal with Raytheon is described as unprecedented, combat-proven and sought worldwide; it creates 3,000 jobs in Tucson and uses multiyear volume to bring billions in private capital, steady unit costs and profit sharing.
Defense
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Michael Duffey has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: LMT, RTX, 000880.KS.
