· 个股论点

OSS因军用部署及高利润率成优质做多标的

涉及标的:

中文翻译

很高兴 $OSS 引起了你的注意,正如上述论点所述,它正悄然应用于美国的部署中,以及更为人熟知的现代 Abrams 和 Booker 坦克等美军地面车辆。 利润率远高于人们的预期,因为市场最初建模时使用的是混合利润率。 需求高且粘性大,因此在我看来这是一个很好的做多标的。

英文原文

Glad $OSS caught your attention, it’s silently used across US deployments like in the thesis above, and more well known ones like modern Abrams and Booker tanks US army land vehicles. Margins are much higher than people think because originally markets were modeling blended margins. Demand is high/sticky so looked like a great long to me.

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