Dylan Jovine's SECRET for Investing in the Defense Sector
An Outsider From the Start
My name is Dylan Jovine.
I started my career on Wall Street in 1991.
But I didn’t start at an “establishment” firm like Goldman Sachs or J.P. Morgan.
I grew up poor and went to city college.
No big Wall Street firm would hire me.
I was too much of an outsider.
Thankfully, I got my big break from another Wall Street “outsider” – Peter Jacquith.
He’s one of the bankers who became famous for saving New York City from bankruptcy in the 1970’s.
He started a boutique firm after leaving Lazard Freres’ & Company.
It was an opportunity I would not take for granted.
I may not have had the connections other people had.
But nobody was going to work harder than I did.
I managed accounts. But I fell in love with researching stocks.
Studying a stock was like reading a short history book about the town the company was in, the people that worked there and the products they made.
I loved it.
I couldn’t believe people got paid to do this.
Within three years, I earned a reputation for picking stocks right before they were taken over.
3 Rules for Investing in the Defense Sector
Here’s the secret I’ve picked up in my thirty years in this business…a secret responsible for some of our biggest wins.
There are 3 Rules for smart investing in the Defense Sector…
BREAKTHROUGH SCIENCE
Rule #1: Only invest in companies that have breakthrough science.
And there’s no organization on earth that’s a better judge of new science than DARPA (The Defense Advanced Research Projects Agency).
DARPA gave us Stealth Aircraft, the internet, computer networking, GPS, ballistic missile defense and more.
DARPA has worked closely with the company to develop this technology.
There’s no better proof that this company has the best technology on earth.
DEFENSE CONTRACTS
Rule #2: only invest in defense contractors that have actual defense contracts.
This way, you know the technology is solid and they’ve been properly vetted to provide cutting-edge technology to the military.
Now the last rule is by far the rarest and most special….
BUDGET APPROVAL
You can have the best technology in the world….
And you can have good government contracts…
But the biggest rule is one that only comes along once every 25 years or so: URGENCY.
You have to make sure Congress has already budgeted the funds for this.
That means there’s a real sense of urgency.
Defense Winners
SPIRIT AEROSYSTEMS
Using these 3 phases has led to some of the biggest profits in defense history -
Take a look at some of the biggest winners we've seen over the past several years.
Spirit Aerosystems gained 1,242% over the course of 9 years because of these three rules….
AEROJET ROCKETDYNE
Aerojet Rocketdyne, another exceptional example, soared 2,900% between 2010 and 2020 because of these three rules….
SPLUNK
And another unique defense stock, Splunk jumped 1,000% because of these three rules….
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