TIP400: Mastermind Q4 2021
We Study Billionaires - The Investor’s Podcast Network
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Defense and Tech Investment Insights
This chapter explores the investment landscape of a major defense contractor, focusing on its market position amidst overvalued conditions and geopolitical risks. It highlights the challenges of talent attraction in the aerospace and defense industry, emphasizing the trade-offs between job stability and startup opportunities. The conversation also shifts to GoDaddy, examining its transformation and financial health in the evolving tech market, while addressing macroeconomic factors like inflation and competition.
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