Martin Cobb, ASIPRheinmetallRHM.DEBUY ON WEAKNESSMay 27, 2025

This German defense contractor is benefiting from an upsurge in German government defence spending, but the valuation is getting excessive. But this is good long term given European defense spending.

Martin Cobb, ASIP

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Domestic leader in Germany that captures a big share of Germany's defense spending budget. Vertically integrated, multi-platform. For the long term. 90% defense, 10% engineering.

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Martin Cobb, ASIPRheinmetallRHM.DEBUY ON WEAKNESSMay 27, 2025

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