With ongoing wars and risk of more war in the world, many different investments are at extra risk.
To partially counter war risk, it can make good sense to have companies in the Aerospace & Defense industry in one’s portfolio.
For good countries to remain safe – it is important to buy good military products and services. These have historically best been delivered by companies rather than being built directly by governments.
$AVAV (AeroVironment Inc.) deliver a wide range of advanced defense systems including loitering munitions, drones, counter-drone weapons, satellite communications, and related products and services.
As drones have become more important on battlefields, these have seen impressive sales.
With Red Dragon and HaloSwarm from AV, they’ve put themselves in a top tier category of providers of not just the equipment and adjacent services, but also the AI that guides them.
I invested in AV with a lot of concern over whether they’d be able to develop products like these. But they’re here and they work. So it’s been demonstrated to me that they have the capability.
Likely, we’re in the take-off period for an industry of many different Red Dragon and HaloSwarm-like offerings.
There will likely be strong organic growth for many years to come. With a clear path to much higher profitability based on good old reliable economics of scale – this makes them an extra-interesting company.
... Show More
Investire in aziende che producono armi può generare rendimento, ma resta una linea sottile tra strategia finanziaria ed etica personale. Non tutti sono disposti a oltrepassarla.
A me personalmente e in linea generale tocca molto questa scelta e mi spinge a fare delle riflessioni profonde su queste... Show More Translate
War’s getting smarter, faster, and way more robotic. And while that’s terrifying, it’s also where the money’s moving.
$AVAV (AeroVironment Inc.) isn’t just building drones—they’re building the future of defense. Red Dragon and HaloSwarm sound like video game bosses, but they’re real, they work, and... Show More
Totally agree with this. That's why I acquired $RR.L (Rolls-Royce) and $IDR.MC (Indra Sistemas SA) long ago. They both went really well, but I reckon their growth has been mainly driven by speculation the last months. Although tensions and increased expending are gonna benefit them quite a lot. ... Show More
@JeppeKirkBonde
I appreciated not just how you framed the topic, but how the whole thread evolved from it.
It’s rare to see such a meaningful exchange — about ethics, realism, and our role as investors.
This isn’t just about $AVAV (AeroVironment Inc.) or potential returns. It’s about the bigger picture.
And... Show More
In drones. Wins the cheapest, easiest to use, not the best technology or extra features. I am against the war. It always fires back. Biopharma delivering better and ethical ROI... Show More
@JeppeKirkBonde been copying for 5 years, thanks for your hard work, but it's time for me to use the profits, except I can't close your copy, your NVTKL.L positions won't close, what should I do? 😟... Show More
Hi @JeppeKirkBonde,
Firstly, thank you for the tremendous effort you put into managing your portfolio — it’s been both insightful and inspiring to follow.
With Vertex in the portfolio, and given their strategic partnership with CRISPR Therapeutics (CRSP), I imagine you’re familiar with the company.... Show More
I have to sleep at night. As Bill Mollison said: "What's your money doing?" There's some argument that big items might have some deterrent effect and hence be part of a peace strategy. There's precious little for small arms, POV drones and the like. We have already seen drones used... Show More
Europe on Defense Alert
Trump revives the proposal to increase NATO member states' defense spending to 5% of GDP. Germany activates a special fund of €100 billion, while Macron declares that “strength commands respect” and initiates new armament programs. Europe is entering a new era of strategic... Show More
Realistically you could find an ethical reasons for not investing in just about everything. Most things we buy in the west probably come from sweatshops, exploited farmers, animal cruelty and other dubious practices. Those killer drones probably use Nvidia chips and a whole extended supply line for engines,... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Tue Dec 09 2025 10:44:04 GMT+0000 (Coordinated Universal Time)
