The Eurasian Century

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War Profiteering (part 4)
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Cyclical Value Investing

War Profiteering (part 4)

Rebuilding The Naval Missing Link

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Cyclical Value Investing
Jan 05, 2024
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War Profiteering (part 4)
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Overall, the presence of GD in electronic warfare, Phalanx/C-RAM defense, and the SHORAD system + Tactical Electronic Warfare System (TEWS) makes for the right mix of defense systems for land warfare.

Considering I am expecting the US to be stuck in a new Middle East war, against its best judgment, this will be a boon for GD. Especially with drones much…

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