, he finds the signal.
> 605% revenue growth year-over-year.
> A $140M forward target raised to $170-180M at Investor Day.
> Revenue target ltr raised to $375M.
> Market cap sitting around $5B.
Lynch spent his career finding exactly this setup: a business growing faster than the market realizes, priced like it’s already failed.
The institutional underdiscovery is real. The growth rate is real. The valuation gap is real. That’s the trifecta Lynch called home.
But then Lynch would run the two-minute drill, the test where you explain the business simply enough that a stranger on an elevator can follow it.
ONDS is getting harder to pass.
Drones. Counter-drones. Ground robots. Israeli border contracts. German production hubs. Rail automation. Stratospheric balloons.
Lynch coined “diworseification” for this exact pattern. He’d be watching the acquisition pace very carefully.
His verdict on
has the better stock setup. The growth rate, the valuation gap, and the institutional underdiscovery that Lynch said is where tenbaggers live.
But both verdicts are WAIT.
The winner of this battle isn’t determined by which company is better.
It’s determined by which investor you are.
If you’re Buffett, you own neither right now and you’re watching
, building a small position, and waiting for May 14 to confirm the thesis.
I know which framework fits this stage of the market cycle.
-BP
Not financial advice. Do your own due diligence.
