Matt Grimm

You should know that the Andoril of X is going to be Andoril. Your best bet is probably buying as many Andoril shares as you can. Beyond that, I think what you should know is that execution and delivery and actually winning these contracts, winning these long-term programs of record is incredibly important.

You should know that the Andoril of X is going to be Andoril. Your best bet is probably buying as many Andoril shares as you can. Beyond that, I think what you should know is that execution and delivery and actually winning these contracts, winning these long-term programs of record is incredibly important.

You should know that the Andoril of X is going to be Andoril. Your best bet is probably buying as many Andoril shares as you can. Beyond that, I think what you should know is that execution and delivery and actually winning these contracts, winning these long-term programs of record is incredibly important.

incredibly complicated and fraught with incredibly complex regulations, compliance, accreditation. Like there's this whole world of very messy kind of back office stuff that is admittedly not sexy. It admittedly doesn't make great headlines, but saying like, we've got a new missile. It's going to be great. Like cool does not a successful missile program make. And there's a huge gap there.

incredibly complicated and fraught with incredibly complex regulations, compliance, accreditation. Like there's this whole world of very messy kind of back office stuff that is admittedly not sexy. It admittedly doesn't make great headlines, but saying like, we've got a new missile. It's going to be great. Like cool does not a successful missile program make. And there's a huge gap there.

incredibly complicated and fraught with incredibly complex regulations, compliance, accreditation. Like there's this whole world of very messy kind of back office stuff that is admittedly not sexy. It admittedly doesn't make great headlines, but saying like, we've got a new missile. It's going to be great. Like cool does not a successful missile program make. And there's a huge gap there.

So as a, as a new investor to the

So as a, as a new investor to the

So as a, as a new investor to the

segment first of all i would say you're unlikely to drive venture style returns by being kind of consensus but like beyond that truly spend the time to appreciate the complexities of the appropriations process the budget process the awarding and winning and supporting and delivering of these because we're seeing like defense funds being created yeah and i'm like this is not an asset class in itself to generally no no you agree with me i agree absolutely

segment first of all i would say you're unlikely to drive venture style returns by being kind of consensus but like beyond that truly spend the time to appreciate the complexities of the appropriations process the budget process the awarding and winning and supporting and delivering of these because we're seeing like defense funds being created yeah and i'm like this is not an asset class in itself to generally no no you agree with me i agree absolutely

segment first of all i would say you're unlikely to drive venture style returns by being kind of consensus but like beyond that truly spend the time to appreciate the complexities of the appropriations process the budget process the awarding and winning and supporting and delivering of these because we're seeing like defense funds being created yeah and i'm like this is not an asset class in itself to generally no no you agree with me i agree absolutely

As a component of a diversified defense sort of investment within a broader diversified portfolio. Hopefully it makes sense. Absolutely.

As a component of a diversified defense sort of investment within a broader diversified portfolio. Hopefully it makes sense. Absolutely.

As a component of a diversified defense sort of investment within a broader diversified portfolio. Hopefully it makes sense. Absolutely.

We love them. Good relationship with them. I hope they succeed. We've talked with them a couple of times about potential collaborations. We'll see where they end up.

We love them. Good relationship with them. I hope they succeed. We've talked with them a couple of times about potential collaborations. We'll see where they end up.

We love them. Good relationship with them. I hope they succeed. We've talked with them a couple of times about potential collaborations. We'll see where they end up.

Absolutely. I think in your business, your mandate is to find the brightest folks working on the most emerging problems that aren't going to see market for two years, three years, five years, and aren't going to be successes until 10 years. And I think fundamentally what that means is you should be closest to where I'm turning into like old guy advice guy over here.

Absolutely. I think in your business, your mandate is to find the brightest folks working on the most emerging problems that aren't going to see market for two years, three years, five years, and aren't going to be successes until 10 years. And I think fundamentally what that means is you should be closest to where I'm turning into like old guy advice guy over here.