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Karel's avatar

Great episode, one of my favorites.

This kind of opportunities are hard to find. Curious about how MTRON are going to compete with mastodons in Defense&Aerospace, since you need big operational teams to get contracts.

Huge backlog, I will take a look. Let me know where I can find the deep dive

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Dean's avatar

Good episode. There are a few opportunities in these little defense companies. Outside of the large caps it feels like the industry is underfollowed.

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