Episode Details
| Title | Darren Farber - The Business of Defense - [Invest Like the Best, EP.417] |
|---|---|
| Date | 4/1/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy β |
Key Insights
Bullish:
- π’ $DEFENSEMONOPOLIES - Invest in defense companies with unique, irreplaceable capabilities that are close to unchanging physics principles, particularly those supplying major contractors.
- βWe own a set of businesses right now where Andrew is a customer, Northrop is a customer. I wanna get as close to the physics that won't change.β - Darren (1:03:47)
- π’ $DEFENSETECHS - π
- π’ $STARLINK - π
- π’ $NOC - π
- π’ $LMT - π
- π’ $AUTONOMOUSDEFENSE - π
Bearish:
- π» $TDG - π