Lockheed Martin
also referred to as: lockheed
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Dec 24, 2022 by David Sacks · said 13 times in 11 episodes since 2022 · across every show →
Mentions by year
brought up most by David Sacks (3), Ro Khanna (2), David Friedberg (2), Chamath Palihapitiya (2), Vinod Khosla (1), Rahm Emanuel (1), Jason Calacanis (1), Emil Michael (1)
tap a year for its mentions
2026 3 mentions in 3 episodes 1 per episode
2025 1 mention in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 3 mentions in 2 episodes 2 per episode
Everything said about Lockheed Martin, oldest first
Dec 24, 2022 positive
Sacks: Defense stocks gained up to 40% in 2022 despite market downturn
“Lockheed Martin, which makes Javelins and High Mars is up 40% in the past year when most of the market's been way down. Northrop Grumman's also up almost 40%. And even some of the lesser performers like Raytheon and General Dynamics are up about almost 20% in …”
Nov 6, 2024 negative
Jan 4, 2025 bearish
Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”