Companies / AVAV
NASDAQAeroVironment, Inc. (AVAV) in our theses
AeroVironment, Inc. appears in one of our theses. Below is why it entered the basket and how it has done since publication.
The Drone Wall: NATO Cannot Afford Intercepting Cheap Drones with Million-Dollar Missiles, Spawning a Dedicated C-UAS Market
Drones over Eastern Europe force a structural NATO budget shift toward low-cost counter-UAS: radars, RF jamming, and kinetic cannons over expensive missiles.
Why this company: Acquisition of BlueHalo combines loitering munitions with LOCUST directed-energy lasers and electronic defeat, capturing expanding U.S. and allied C-UAS expenditures.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
Open in Invesaro →