Kratos Stock: Strong Quarter, But Stretched Valuation (NASDAQ:KTOS)

Kratos Defense & Security Solutions ( KTOS ), Inc. is an American company specializing in the production of low-cost aircraft, mostly drones. The quarterly results were very good. A few months ago I wrote anI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and ...