The YouTuber recommends CACI International as a 'picks and shovels' play in the space industry, noting its quiet transformation into a space company through its ARCA acquisition. He highlights its strong financials, including half a billion dollars in annual free cash flow and a three-year revenue backlog, suggesting it's a profitable business currently undervalued.
“So if I'm looking to get into Casey, I'm comfortable right around the low 500s where it trades at right now because it's sitting below where I value the business.” — ▶ 01:02:29:23