Northrop Grumman
also referred to as: northrop
3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 3, 2024 by Trae Stephens · said 6 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Matt Grimm (2), Harry Stebbings (2), Trae Stephens (1), Shyam Sankar (1)
tap a year for its mentions
2026 2 mentions in 1 episode
2024 4 mentions in 3 episodes 1 per episode
- Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
Everything said about Northrop Grumman, oldest first
Apr 3, 2024 bullish
Nov 11, 2024 positive
Grimm: Northrop Grumman stock returned over 20% annually for 15 years
“Northrop Grumman over the last 15 years has had a total compounded annual shareholder return of just over 20%. Lockheed and Boeing are just behind them at about 15%. The S&P 500 over the exact same time period has an 11.6% total compounded annual return.”
Nov 11, 2024 bullish
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”