Sarah Ketterer

speaker

355 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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So the U.S.

government needs to modernize its systems, and it needs better, much better cybersecurity.

This is all common sense.

Nobody's ever said to me, oh, that's not true.

Yes, of course.

They don't need cybersecurity.

They'll be fine without it.

Exactly.

So this is an 85-year-old company and 90% of the revenues come from U.S.

agencies.

They've had somewhat of a partially rocky relationship and yet nobody else can do what they do.

They're

Partly they collaborate as well as compete with Palantir.

Palantir can't take all the business.

There's military cryptography needed.

There's just so many different areas where Boost has that dominant expertise.

And it's just this $8 billion market cap now, and it trades at high single-digit earnings.

The market has said it's going out of business or it slowly, surely will melt like an ice cube in the sun.

And we disagree.

And valuations?

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