Undervalued, Debt-Free, and Defense-Adjacent: A Tactical Long on Taylor Devices (TAYD)
Taylor Devices (TAYD) is a niche industrial manufacturer of shock absorption and energy-control hardware with no debt, double-digit returns on capital, and a modest valuation by several measures. The story is simple: durable cash flow, improving margins, and growing aerospace/defense sales that the market hasn't fully priced. This trade idea outlin…