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Adam Rossi: Investing In The Age of DOGE

Value Hive Podcast

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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.

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