Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
Asset-backed finance benefits from high capex era
The guest argued that asset-backed finance is a growth area that will benefit from and finance the high capital expenditure expected across data centers, defense, and aerospace.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.