Our hedge funds Buying into or selling out of Lockheed Martin, does Lockheed Martin have a wide moat ? Does Lockheed Martin have any new contracts or anything that would be financially beneficial in a near future does Lockheed Martin build F 35s and have we recently sold some 35s to Taiwan or other allies? Are those already built and gathering dust or do they need to be manufactured?

**Regarding the buying and selling of Lockheed Martin by hedge funds**, it is important to note that investment decisions are made based on a variety of factors, including market sentiment, financial performance, and geopolitical considerations. The actions of hedge funds can indicate a perception of opportunity or risk, but they do not necessarily reflect the overall investment thesis or long-term outlook for the company.

**Lockheed Martin's Wide Moat**: A wide moat, or economic moat, is a key characteristic of a strong business model. Lockheed Martin's wide moat is primarily driven by its dominant position in the defense industry, particularly in the production of high-end fighter aircraft like the F-35. The company's long-term contracts, strong relationships with government agencies, and significant investment in research and development all contribute to its ability to maintain a wide moat.

**New Contracts and Future Prospects**: Lockheed Martin has been actively securing new contracts and expanding its business segments. Recent contract awards, such as those for the F-35 program and the Trident II D5 missile program, indicate a strong pipeline of future revenue. The company's focus on digital defense and partnerships with technology giants like Intel, Microsoft, and Nvidia also suggest a forward-looking approach to maintaining its competitive edge.

**F-35 Production and Sales**: Lockheed Martin is indeed responsible for producing F-35 fighter jets, which are in high demand due to global tensions and the need for advanced defense capabilities. While specific sales figures for F-35s to Taiwan or other allies are not currently available, it is clear that the company has a significant backlog of orders and is working to meet the expected range of 75-110 F-35s for 2024.

**Built F-35s**: It is unlikely that already built F-35s are gathering dust. Lockheed Martin has a robust production schedule and delivery process in place to meet the demands of its customers. The company's manufacturing capabilities and supply chain management ensure that aircraft are produced and delivered in a timely manner.

In conclusion, Lockheed Martin remains a strong investment with a wide moat, driven by its dominant position in the defense industry and a track record of securing significant contracts. The company's focus on innovation, digital defense, and strategic partnerships position it well for future growth and continued success. The recent sales of F-35s to Taiwan and other allies, along with ongoing production, indicate a strong demand for Lockheed Martin's products.