Update on New Drone Position
Ukraine, Iran, Golden Dome exposure after a 50% drawdown and less than a $10B market cap
A leader in UAS, including one-way attack drones, laser and radio-frequency C-UAS, and space systems, at a 50% discount
Starting a position after a 50% drawdown.
For some, it may seem like a falling knife. For me, it’s a winner taking a breather.
