HeyJaredMonte Independent Investment Research
Top 1% analyst according to TipRanks. Monte Independent Investment Research primarily focuses on small - & mid-cap companies across the manufacturing value chain, including aerospace & defense, energy, and construction & engineering services.
- Indexed issues, last 90 days
- 19
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 26, 2026
Latest issues
Karman Holdings q2’26 Earnings Update (opens the original)
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<img alt="" class="sizing-normal" height="472" src="https://substackcdn.com/image/fetch/$s_!7FM_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41f46ef2-d8a4-469b-aae8-5481f0524bd7_898x
Research Roundup Vol. LIV (opens the original)
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The AAON Group (AAON)The AAON Group (AAON) is entering a new phase of growth as the data center buildout turns its BASX segment from a niche business into the company’s main growth engine. Its standardized modular cooling platform and a sales team reorganized around large national accounts put AAON in direct competition with the largest names in thermal management. Inflation and older contract pricing have held back results for now, but we believe that pressure is temporary. As the Memphis facil
Monte Investments Market Brief Vol. CXXX (opens the original)
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The Fed’s September hike reset the tone for the rest of 2026, and the market is splitting into two camps: companies with capacity already built and those still trying to finance it. This week, we revisit Karman Holdings (KRMN) after a -65% drawdown and upgrade the shares to Buy, then walk through how higher rates are reshaping our AI infrastructure positioning.Notable Headlines this WeekPresident Trump unveiled a $15b steel project being developed in Iowa by Mesabi Metallics, a subsidiary of Ess
Research & Analysis: The Aaon Group (NASDAQ: AAON) (opens the original)
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The Aaon Group (NASDAQ: AAON) is entering a new era of operational excellence as the company realizes a significant uplift driven by the growing data center market. With expertise in industrial HVAC and temperature management systems, Aaon is positioned to capture data center construction growth, supporting multiple years of top-line growth supported by new capacity coming online over the next 5 years. While the company has faced near-term inflationary headwinds with limited pricing action, the
Firefly Aerospace q2’26 Earnings Update (opens the original)
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<img alt="Firefly Aerospace Stairway to Seven Firefly Alpha Rocket Launch" class="sizing-normal" height="432" src="https://substackcdn.com/image/fetch/$s_!j20C!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpubli
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