I think the secular trends elsewhere are even greater than peddlers of weapons. I’ll take AI, Video/Ad platforms and all things cloud. TTD FSLY ROKU TWLO PINS NVDA AAPL The last two mega caps alone will outperform arms. I guess that’s why there’s a market. I also get you’re take
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This may sound flip but Defense spending goes up until it goes down. With the US having a $1T deficit when will it end?
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Maybe tomorrow. Maybe never.
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I think of them as basically shadow utilities. As a group, the US cannot really exist without them. Nor will history end. I am long
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That is a very good point!
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Please stop subtweeting my book.
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Me: we have integrated a lot of ESG into our practice. ... DEFENDING AMERICA IS THE HIGHEST SOCIAL GOAL
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You should look at AJRD - their rockets are largely for missle defense, even less likely to be cut despite the political winds. Strong long-term cash flow growth, net cash, 6% FCF yield.
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Thank you!
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