In my last article on Leonardo DRS (NASDAQ: DRS ) (Leonardo DRS: Strong Business As Always, But High Valuation), dating back to January 2024, I argued that, despite the strength of the core business, the defense sectorMy analyses center on two key factors. Firstly, a comprehensive examination of a company's financial metrics, intrinsic value, and overall health, with a critical focus on its competitive advantages, utilizing quantitative models to enhance this process.Secondly, I devote substantial attention ...