Hi there,
Please enjoy today’s episode accompanied by Lawrence Hamtil from Fortune Financial. He’s an avid fan of the defense industry, so he’s agreed to have a very casual conversation about the space and how he sees things potentially shaking up going forward.
We do nerd out a little bit in some parts but we hope you enjoy it nonetheless. We’ve also linked prior research below if you’d like to learn more as well as Lawrence’s Twitter if you want to give him a follow and ask any questions.
Lawrence Twitter: @lhamtil
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Until next time,
Paul Cerro | Cedar Grove Capital
Personal Twitter: @paulcerro
Fund Twitter: @cedargrovecm
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