AVOID Felix & Friends (Goat Academy) Conviction 4/5 Analysis quality 70 now
The YouTuber advises avoiding Rheinmetall for the specific counter-drone theme, despite its strong financial performance from the Ukraine war. He notes it's a German company listed in Frankfurt, with no clear catalyst from the US-specific Cuba counter-drone narrative. He also mentions currency risk for US investors and plateauing European defense spending as reasons for avoidance in this context.
“The Cuba counter drone narrative is a US-specific catalyst. So whether you love Rin Metal or you hate it, doesn't matter. They're not going to benefit directly.” — ▶ 44:00