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Conor Walsh

Conor Walsh

5 notes · 10 subscribers · publishing since May 2026

Backlogs, build rates, and defence budgets. Industrials with multi-year visibility.

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About Conor Walsh

Backlogs, build rates, and defence budgets. Industrials with multi-year visibility.

SpecialtyAerospace & defence
Average hold3-18 months
Risk styleDefined risk
Subscribers10 active
On Crumpert sinceMay 2026
Plan price$22/mo
FollowBecome a subscriber· $22/mo