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How to recapitalize America’s bloated defense industrial base

Riskgaming

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The Value of Simplicity

i think we are re learning the lessons of the value of simplicity. Most people are looking at an olioplistic market in which there are only a couple of buyers for these companies. If you build a defense tech company, you got to rathon, you go to t north op grumman. And because of the kind of government procurement cycle, these companies do not have a lot of good multiplebt. Similar to banks in the fintech world, if your plad, it's very hard to sell to goldman sacks.

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