Substack · The Bear Cave by Hunterbrook Media · The Bear Cave
The Bear Cave #342
New Activist Reports, Recent Resignations, and Tweets of the Week
Since publication −6.9% α −6.9 pp vs S&P 500 · USD
US · 3 entries · 3 publications
KRMN
Karman Holdings Inc.
- Entries
- 3
- Bullish
- 1
- Bearish
- 0
- First
- Aug 18, 2026
- Latest
- Sep 6, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on KRMN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 2 entries
Substack · Michael | Stock Spotlight
Karman Holdings ($KRMN) — September ‘26 Investment Memo
Mission critical defense systems, record backlog and the challenge of turning growth into cash.
Since publication −8.5% α −8.7 pp vs S&P 500 · USD
- August 2026 1 entry
Substack · Plain English Investing
Karman Holdings (KRMN) and The Balance Sheet – It Just Got Cheaper — And Yes, it Matters.
Welcome to the defense sector, where suppliers who make components become more valuable.
Since publication −37.8% α −37.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.