BUY Felix & Friends (Goat Academy) Conviction 3/5 Analysis quality 65 wait for rebound as sector gets attention
The YouTuber recommends Kratos, a developer of unmanned aerial systems and hypersonic weapons, as a higher-risk, higher-potential opportunity. Despite a 60% drop from its highs, the business is growing with a $2 billion backlog and stable margins. He suggests adding it to a watchlist and waiting for a clear rebound as the counter-drone sector gains attention.
“So when the business is doing well and the market is pricing it for disaster, you have an opportunity. We don't buy it yet. We wait for the money to start pouring in.” — ▶ 29:50