TOP DEFENSE TECH STOCKS episode artwork

EPISODE · Aug 29, 2025 · 21 MIN

TOP DEFENSE TECH STOCKS

from Ticker Take · host Jon Erlichman

Technology is reshaping the defense industry. So which companies are leading that charge? In this video, we speak to former special forces officer turned venture investor Glenn Cowan, the founder of One9. He tells us about the stocks of 4 companies you should know about. Plus, we’ll get a peek at some of the hot businesses in defense that could soon be going public. Not only has Glenn invested in cutting-edge companies, he has on-the-ground military experience, where, in the heart of battle…you need tech that truly works! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:28 Glenn's journey from the battlefield to venture investing 1:16 How technology is disrupting military spending 3:29 What tech truly works on the battlefield? 5:47 Silicon Valley's influence on the defense industry 7:03 Stock 1 - a dominant player in drones 8:19 Stock 2 - a data giant delivering quality intelligence 10:00 Stock 3 - embracing underwater robots 11:51 Stock 4 - tackling the next frontier...space! 13:40 IPO watch 1 - using software to shake-up the defense industry 15:52 IPO watch 2 - focusing on ground-based autonomy 16:56 IPO watch 3 - the world's most important space business 17:58 IPO watch 4 - a leader in airborne autonomy 18:52 IPO watch 5 - counter-drone technology titan Thanks to Glenn for joining us! You can learn more about him here: https://www.one9.ca/ Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Camera/Editing: Brian Bileski You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

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TOP DEFENSE TECH STOCKS

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