The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
๐Ÿ“ฐ Editions
๐Ÿงญ Topics
๐ŸŽ™๏ธ Sources
๐Ÿ—ฃ๏ธ People
๐Ÿ“ˆ Investments
๐Ÿ’ก Themes
๐Ÿ—‚๏ธ Asset Classes
Archive
About

Sheila Kahyaoglu, Jefferies

Defense stocks are not working because there is no budget until Dec 10, says Jefferies
6 calls: the $1.1T base budget that decides which primes get hit, why she likes Raytheon at a high multiple, and the cheapest of the 60 names she covers
3 hrs agoย โ€ขย The Scuttlebutt
ยฉ 2026 The Golden Age LLC ยท Privacy โˆ™ Terms โˆ™ Collection notice
Start your SubstackGet the app
Substack is the home for great culture