2Mês
You should consider $LDO , the most undervalued
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2Mês
@Hendan Thanks for the idea. Long term not for me though. No tech moat, eurofighter already have a share of it through BAE, no real inovation and the activity already better represented by the rest of the pack. Not saying short term LDO is not undervalued, just saying long term not part of my choices. At the most it could be a small satelite position, personally not going for it though. Btw, chatgtp made a joke when I was exploring some ideas, chatgtps take on companies that produce armoured vehicles "Why invest in something that lasts under 3 hours in Donetsk" (I know armoured vehicles are not a core activity for LDO, what I mean is the general idea was to reduce to a list of companies ready for the future, long term, that is the key point for the list).
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