📊 Giles Capital Weekly: Week 14 Roundup

This week's edition covers:

-Trump's "Liberation Day" tariffs and global retaliation

-Markets in volatility with varied sector impact

-Experts warning of potential recession

-Companies adapting to trade disruptions

Top picks:

🇺🇸 Lockheed Martin (LMT): Defense giant with $147.3B backlog and 82% government contract win rate

🇺🇸 Table Trac (TBTC): Casino management systems provider with fortress balance sheet trading at 11x earnings

🇺🇸 Lululemon (LULU): Trading at lowest valuation in 10 years with sustained conversion rates and 20%+ international growth

🇺🇸 Nu Holdings (NU): Brazilian fintech with 1,782% revenue increase over five years and 25% projected annual growth

🇺🇸 GigaCloud Technology (GCT): B2B e-commerce platform for large parcels growing 65% YoY and trading at P/E of 4.65

Plus deep dives on defense sector, tariff impacts, geopolitical shifts, and value investing principles.