Hey Reader,
As we approach July 4th I’ve been thinking about some of the great American companies…
And what I see is a sea change.
On the one hand we have Boeing…
A hundred-year-old company – one of the great American companies …
They pushed out a great CEO and made this crazy mistake:
They thought they could be like Nike.
Nike doesn’t make shoes. They design and market shoes.
So Boeing thought they could design and market planes, spacecraft, etc. and have them built cheaper.
Now we’ve got two U.S. astronauts stuck in space because of Boeing.
Talk about the decline of a great American company!
On the other hand, you have Elon Musk.
Love him or hate him, the man has been a gamechanger for U.S. Government contracts.
The old standard for paying contractors has been cost + 10%.
Elon Musk with SpaceX said, forget cost-plus – only pay me if I achieve the mission.
Now, Musk has been all over the news lately for his $56 billion Tesla pay package controversy…
But this pay-for-performance model relating to government contracts I believe is Musk’s greatest contribution…
He has completely transformed the defense industry and started a tidal wave of innovation.
I’ll admit – seeing Boeing falter has hit me hard.
But now a bunch of companies – a bunch of “mini Elon Musks” have come to the table to compete.
Seeing the rise of great companies innovating to make America safe is capitalism at its finest.
While we can’t invest in SpaceX, believe me I would love that, I’ve been tracking the most promising publicly traded companies now disrupting the defense industry…
I put together a whole research report on these stocks – and I just added a new one.
Check it out and get access to my top tickers right here>>>
“The Buck Stops Here”
P.S. Wanted to apologize for a few technical issues getting Dylan’s Diary out to you this first week. I know the video link didn’t work yesterday – here it is if you tried to see it.
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