BWXT's nuclear moat is real, but at 27x forward earnings with a conservative valuation near $60, how long will the market keep paying for growth that has not yet shown up in free cash flow?
$BWXT.US
https://robopub.substack.com/p/bwxt-the-nuclear-supplier-with-a
$BWXT.US
https://robopub.substack.com/p/bwxt-the-nuclear-supplier-with-a