Craig welcomes Edoardo Zarghetta of IPO Club, a venture capital investing platform for accredited investors.

Edoardo shares his knowledge about defense tech investing pre-IPO, what metrics and KPIs to consider and various technologies and startups in the space, aside from Anduril and Shield AI. Learn More about IPO Club

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Disclosures: At the time of recording, Craig is long SpaceX stock and private company shares via VCX restricted shares (Anduril), RVI, and the ARK Venture Fund. Access IPOs was not paid to make this video. It is not sponsored. All opinions are my own. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk.

Edoardo Zarghetta is long, or may be long all companies mentioned through the IPO Club platform and America 2030 fund.

(0:00) Intro

(0:30) Defense Tech Investing

(1:43) Welcome Edoardo

(4:17) Defense Investing Thesis

(6:20) Ukraine and Iran

(7:20) Startups vs. Legacy Contractors

(8:43) Soldier Augmentation

(9:46) Missile Crisis

(12:05) Cheap and Scalable

(12:40) Allen Control Systems

(14:15) Counter Drone

(15:30) Electronic Warfare

(17:25) AI Defense SaaS

(18:58) Sub-sea Layer

(19:23) PicoGrid

(19:57) Space

(20:35) Defense Manufacturing

(21:26) Hadrian

(21:49) Firestorm Labs

(22:17) Firehawk Aerospace

(22:38) X-Bow

(23:01) Realistic Exits

(24:45) Shield AI

(25:19) Defense M&A

(27:31) Sourcing Deals

(32:22) Valid Shares

(35:35) Aggressive Return Targets

(37:56) America 2030

(41:18) Learn More

(42:53) Outro