Investment Thesis
What's second to investing in a monopoly? Investing in an oligopoly. That's what Aerospace & Defense offers.
Even better, aerospace and defense are part of a sector we might call Things We Cannot Live Without (TWCLW), which makes for a horrible acronym but which also describes why aerospace and defense will never, ever go out of business.
The entire world needs military and defense, especially the United States. The entire world also needs things that fly, move, and all the things that make them fly, move, and sail. The primary customers for aerospace