$DPRO
Draganfly Inc.5/10Does he own it?
He explicitly states he initiated small speculative positions in the name, then later discloses it as a 0.5% holding within his small-cap moonshot bucket in a portfolio-weighting post. Both first-person buying language and an explicit percent weight are present.
His thesis
Frames the company as a vertically integrated defense drone prime and infrastructure play, not just a drone maker. Bull case rests on it being a major beneficiary of the DJI ban, embedded micro-factory buildout across US Army bases creating stickiness, and contracts/partnerships driving potential triple-digit revenue growth once infrastructure spend converts to recognized revenue. Compares it to an early-stage Rocket Lab-style speculative bet with high upside but real revenue-recognition risk.
How his view evolved
Started with conviction-laden entry citing a detailed thesis. Days later kept it in a buy tier but flagged the drone-sector macro tailwind had cooled. Later disclosed it as just a small 0.5% moonshot sliver, signaling deliberately tiny sizing.
Key points
- Initiated a small speculative position with an explicit 0.5% portfolio weight
- Thesis: defense drone infrastructure prime benefiting from the DJI ban and US base micro-factories
- Sized tiny on purpose given early-stage revenue-recognition risk
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $DPRO on X ↗