The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Electronic Warfare Made In EU (part 2)

A Neglected Big Defense Company

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Cyclical Value Investing
Nov 16, 2023
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Timing

I have been saying that the time for adapting to drone and EW threats was yesterday. Something the Russian and Ukrainian armies learned the hard way.

In practice, I think there is a growing realization of this issue, but the bureaucratic process is slow in actually mobilizing the procurement processes and money for it.

We should also expect that a…

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