Value Hive Podcast cover image

Adam Rossi: Investing In The Age of DOGE

Value Hive Podcast

00:00

Navigating Investment Convictions and Defense Sector Insights

This chapter explores the complexities of maintaining investment beliefs under pressure, emphasizing the psychological challenges investors face with large positions and external criticisms. It also highlights the transformative shifts in the defense contracting sector, focusing on opportunities and risks, especially for smaller companies amid changing market dynamics. The conversation delves into specific companies’ financial metrics and growth potential, advocating for informed investment strategies based on thorough analysis and industry knowledge.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app