The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Electronic Warfare Made In EU (part 2)

A Neglected Big Defense Company

Cyclical Value Investing's avatar
Cyclical Value Investing
Nov 16, 2023
∙ Paid

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…

User's avatar

Continue reading this post for free, courtesy of Cyclical Value Investing.

Or purchase a paid subscription.
© 2026 Jonathan Schramm · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture