The Eurasian Century

The Eurasian Century

Cyclical Value Investing

War Profiteering (part 3)

New Weapons On Land & Sea

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Cyclical Value Investing
Jan 05, 2024
∙ Paid

I believe GD is perfectly positioned to answer the sudden (and late) realization of modern armies of the threat the democratization of drones and electronics has created.

With air power now accessible for $2,000-$20,000, the future battle will partly be decided by who can produce the most drones, and who can shoot them down cheaply enough.

The answer ne…

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