WHO WE ARE
JT
Investor · Interviewer · Minneapolis, MN
JT runs a verified Substack Bestseller followed by thousands of investors in the emerging drone, energy, and autonomous robotics sectors. He has a background in finance with nearly a decade of experience in variable indexed annuities.
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BENNY
Investor · Interviewer · Charleston, SC
A retired commercial general contractor based in Charleston, SC, Benny has been known to travel coast to coast in search of the best organizations and leaders in which to invest. He specializes in small to mid-cap defense, drone, and drone-adjacent companies.
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PRIMARY SOURCE ACCESS
We go directly to CEOs, CFOs, and founders, not analyst reports or secondhand summaries. Long-form interviews surface nuance that headlines miss.
EXECUTION OVER HYPE
We track quarterly execution, backlog growth, revenue trajectory, partnership depth, and technology milestones. Price action alone tells us nothing.
SECTOR EXPERTISE
Defense and technology is a specialized space. We speak the language, C-UAS, ISR, BVR, UAS, TAM, and we hold companies accountable to it.
COMMUNITY TRANSPARENCY
We share our research openly, collaborate with other retail investors, and credit our sources. The edge is community, not secrecy.
SECTORS
Our research spans the full defense and emerging technology landscape, with depth in the following sectors: