EUAD
3 tracked calls · 3 long · 0 short
first called by Dwarkesh Podcast 10mo ago
LONG5mo ago
“soon we're going to get some good entries into some of these European defense stocks because I think that's, that, that's a mega trend.”1000x · Jonah Van Bourg
Europe's multi-year rearmament capex flows straight to its defense primes, repricing the basket higher.
EUADLONG@ $46.09
$44.05-4.44%
since call Feb 24
LONG6mo ago
“Rather than empty rhetoric and symbolic gestures, Europeans should increase their defense spending and meet their NATO obligations.”Navigating Uncertainty
European NATO rearmament forces multi-year budget growth, lifting European defense primes' backlogs and earnings.
EUADLONG@ $48.74
$44.05-9.62%
since call Jan 19
LONG10mo ago
“if you have a dictator, you're guaranteed Putin is not going to back down in Ukraine. He's going to be going after it from now until doomsday. And then if he…”Dwarkesh Podcast
An endless Russia war forces Europe to rearm for years, lifting EU defense primes' orders and shares.
EUADLONG@ $43.12
$44.05+2.15%
since call Sep 5
peak +6.2%