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Re: z_deville post# 4632

Thursday, 05/15/2008 2:58:57 PM

Thursday, May 15, 2008 2:58:57 PM

Post# of 10243
Agreed. I read through the other reports focuing on defense firms as I am a partner with a firm that consults on strategy and provides VC and PE funds in that market. Can't invest there, but I wanted to see how good the analysis was. From what I could see Bellwether's stuff was crap and has no depth or apparent understanding of the firms. Last time I look at their stuff.
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