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Tenbagger2024@Tenbagger2024

I was still thinking about buying. But I was a little worried about the shutdown

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@Tenbagger2024 I see the shutdown in a positive light, Trump wants to buy loyalty and PMCs are always deployed before a war, which is probably the case in Venezuela.

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Tenbagger2024@Tenbagger2024

@Shrimpman
And still a reasonable valuation compared to Palantir

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Shrimpman@Shrimpman

@Tenbagger2024 It's been my largest position for a long time, and the company is also very healthy financially

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Mo@BigMo

@Tenbagger2024 Do you mean because bills are not paid during a prolonged government shutdown?

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Tenbagger2024@Tenbagger2024

@BigMo
Teledyne has already issued an announcement and lowered its forecast due to the shit down.
And caci also has a lot of orders from the state

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Mo@BigMo

@Tenbagger2024 You said it with "shit down" 😂
Overall, the market doesn't seem to see this as a major threat yet, if you look at the prices of all the US defense stocks.

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Tenbagger2024@Tenbagger2024

@BigMo
RTX were also great figures.

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Shrimpman@Shrimpman

@BigMo I believe this is because a war with Venezuela is anticipated and Trump himself is putting a strong focus on keeping soldiers paid during the shutdown, which suggests that the entire defense industry will not go hungry either

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Tenbagger2024@Tenbagger2024

23H

@Shrimpman
The ballroom at the White House is still under construction. Runs at 🍊 🙈

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