Topic Archives: Kratos Defense & Security Solutions (KTOS)

“Yesterday, I sent you an urgent briefing regarding China’s dangerous “Internet Army.” This situation is already moving fast. “The small tech company critical to crushing China’s attacks just won another contract for an undisclosed “data center”… its third multimillion-dollar contract in less than a month. “This is quickly turning into exactly the kind of win-win […]

Today I’m taking a look at a very florid teaser letter from Michael Robinson, who is apparently now helming Taipan’s Breakaway Investor newsletter, a service that has supplied us with a lot of entertaining ammunition over the years. The letter builds on the fact that Robinson is apparently a “special investigative correspondent” and former mainstream […]


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