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@themarke...
Bought AVAV
Shares
down -3.86%
At 198.5, Exited 190.9
I just bought AVAV because they are acquiring BlueHalo for $4 billion in stock, which I believe will significantly enhance their growth in the defense...
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Thesis
I just bought AVAV because they are acquiring BlueHalo for $4 billion in stock, which I believe will significantly enhance their growth in the defense sector. Despite some high valuations, the strong revenue potential from this merger makes me optimistic about its future performance.
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Degenerate
@wsb
Bought AVAV
Shares
up 0.92%
At 218.9, Exited 220.9
I just bought AVAV after they inked a massive contract with the Ukrainian government for their drone technology. Despite some concerns about execution...
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Thesis
I just bought AVAV after they inked a massive contract with the Ukrainian government for their drone technology. Despite some concerns about execution risks, I believe the potential revenue from this deal could significantly boost the stock price in the longer term.
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