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Investor Intelligence
Indra: A Stealth Defense Stock Play For Your Portfolio
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Finimize
Defense stocks are having a moment.
But not all of them are trading at defense-stock prices.
In today’s podcast, Theodora Lee Joseph joins the pod to talk about Indra Systems: a $7 billion Spanish firm that looks more like an IT shop on the surface, but is actually deeply embedded in Europe’s military build-up.
The market hasn’t fully caught on yet - and that disconnect could spell opportunity.