- How likely are Trump's proposed defense cuts likely to occur, using historical precedent as a guide?
- What roadblocks are likely to stymie Trump's efforts to cut defense?
- Which programs are most and least likely to be cut?
- Which firms can thrive in this environment? Which firms will be hurt
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Expert Interview
Slingshot members are talking to an expert! The topic is:
A Third Look: Discussing Trump's potential defense budget cuts of 8%
Ticker(s): LMT, AVAV, LHX, NOCWho's the expert?
- I have some general perspectives on Rheinmetall and their defense business.
- I have been monitoring their contract wins at a high level, but do not have any specific information on the company. About 4years ago they hired a new VP Business Development who seems to have done a good job building the BD department and pursuing business.
Interview Goal Discussing Trump's potential defense budget cuts of 8% along with the following questions:
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