Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
Hedgeye Podcasts
00:00
I'm Long Defense Stocks, Defense Companies, Military Stocks?
We've peeled back the layers and we actually believe that this technology is sitting with US defense contractors. What we believe is so we're long the defense companies as well. If we have anti-gravitics and we have power sources that are, you know, very, very different than what we've been familiar with, that's a game changer.
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