I’ve received several emails from the Outsider Club lately about a so-called “smart missile” company Jason Simpkins is teasing, so I decided to see what it was all about.
Long story short, Simpkins is teasing a defense contractor that he claims could “bring its investors a 35,000%-plus windfall.” And he only shares his pick in a research report that comes with a $99 subscription to his service, Wall Street’s Proving Ground.
However, Simpkins did reveal some clues about his pick in the presentation, which led me to figure out what his “Missile Millionaire” pick might be.
And in this post, I’ll show you what I found.
Jason Simpkins’ “Smart Missile” Pick Revealed
The gist of Jason Simpkins’ presentation is that there’s a new type of “smart missile” that’s faster and more maneuverable than conventional missiles.
“It’s a new type of ‘smart missile’ so deadly that it can strike targets as far as 1,242 miles away faster than a speeding bullet.”
During the presentation, Simpkins painted quite a concerning picture about how countries like China and Russia could use “smart missile” technology and said that the U.S. has recognized the threat and has made building a “counter-missile” a priority.
The bottom line is this:
Our Adversaries Have Seized a Virtual Monopoly on This New Type of ‘Smart Missile’
The good news is that the Pentagon recognizes the threat.
And after a slow start, it has begun to take action.
The Pentagon says building a counter-missile is its ‘number one priority.'”
What is a “smart missile?”
As far as I know, there’s no such thing as a smart missile. Instead, based on what Jason Simpkins said in the presentation, he appears to be referring to hypersonic missiles.
And as for what a hypersonic missile is, this article on theconversation.com does a great job of explaining how this tech works, so I recommend seeing that for a full breakdown.
That said, the gist is that hypersonic missiles are faster, more maneuverable, and have a less predictable flight path than “regular” missiles, which can make them difficult to defend against. And that was one of the main points Simpkins made in his presentation.
Long story short, Simpkins says that the U.S. is spending billions on this technology and that he’s found a “small California-based company” working on a “counter-missile.”
“Thankfully, there’s a solution.
A small California-based company is working on a ‘counter-missile’ that can track, chase, and intercept these new types of enemy missiles before they become a threat.”
And he claims his pick could see a “potential 35,960% gain.”
“I’ve pinpointed the purest stock play on this new ‘smart missile’ funding boom.
We’ve calculated a potential 35,960% gain.”
What company is Simpkins teasing?
To answer that, let’s look at the clues he shared in the presentation, and then I’ll show you what company matches those clues the closest.
The first clue Simpkins shared is that his pick is a small U.S. defense contractor:
“Out of the hundreds of defense contractors on U.S. soil…
This small company is the only one that can provide the U.S. with the counter-missile it needs to stay afloat in this global arms race.
And here’s the funny thing about this company.
When compared to mega-contractors like Boeing, Lockheed, and Raytheon…
It’s barely a drop in the ocean.”
Second, he said the company specializes in propulsion technology, dropped some hints about what this company works on, and discussed other companies it works with.
“Despite its small size, each of the top contractors would find its operations hobbled if this company suddenly stopped operating.
Because this small company specializes in making rocket and ‘smart missile’ propulsion technology.
Its motors are used in everything — from the homeland missile shield to FIM-92 Stinger missiles.
It makes the rockets for Boeing and the Defense Advanced Research Projects Agency (DARPA).
And the RS-25 engines that are going to be used in NASA’s next mission to the moon?
This company makes them.”
“It’s a trusted supplier, having powered almost every U.S. government space mission in one form or another since Apollo.”
And lastly, Simpkins suggested that Vanguard and BlackRock have invested almost a billion dollars into the company he’s teasing.
“This company has the potential to make its investors very, very rich.
That’s why Vanguard and BlackRock are backing up the truck here to the tune of nearly a billion dollars.”
Based on those clues, I think Simpkins’ pick is Aerojet Rocketdyne Holdings (AJRD).
Because firstly, Aerojet Rocketdyne is a California-based company that, according to its website, develops and manufactures advanced propulsion and energetics systems for customers, including the U.S. Department of Defense and NASA.
So it matches several clues on that front.
And as I kept on digging, I learned that Aerojet Rocketdyne is the prime contractor for the RS-25 engines that NASA uses for its Space Launch System (SLS), which was another main clue Simpkins shared about his pick.
As for what “counter-missile” Simpkins is referring to, that part is unclear, but the company does work on hypersonic missile technology in general.
According to the company website, Aerojet Rocketdyne has been selected by Lockheed Martin to build an advanced solid rocket motor booster for the second stage of a U.S. Defense Advanced Research Projects Agency (DARPA) hypersonic weapon system.
Lastly, the clue about Vanguard and Blackrock checks out. As of writing, Yahoo Finance shows that these two institutional investors hold over $800 million in the stock (AJRD).
So, Simpkins’ “Missile Millionaire” pick appears to be Aerojet Rocketdyne.
Ultimately, though, that’s just a guess.
Jason Simpkins reveals his pick (and all the research he’s done on the company) in a report called “Missile Millionaire: How to Position Yourself for the ‘Smart Missile’ Funding Boom.” So that’s the best way to get all the details on his pick.
As mentioned, however, the only way to access that report is to join his service, Wall Street’s Proving Ground, which costs $99 for one year.
What Is Wall Street’s Proving Ground?
Wall Street’s Proving Ground is an Outsider Club research service run by Jason Simpkins that he says is focused on getting in “on the ground floor” of the “next” Nvidia, Lockheed Martin, and Amazon before the crowd.
“Wall Street’s Proving Ground is a one-of-a-kind service whose sole purpose is to get in on the ground floor of the next Nvidia, the next Lockheed Martin, and the next Amazon — well ahead of the crowd.”
Jason Simpkins doesn’t have a typical Wall Street background. Instead, he has been an investment journalist in the Washington D.C. area for around 15 years.
His picks aren’t limited to defense, either.
Simpkins has recommended investments in the natural resources, crypto, and legal cannabis space over the years. And he suggests that his strategy involves looking for the best opportunities in the market that he can find, wherever they might be.
“Long gone are the times when you could invest in a blue chip and ride it into the sunset over the course of decades.
Now, new trends emerge every year, creating a whole new playing field and not only making last year’s numbers obsolete but also creating a whole new set of winners and losers.
That’s why my investment strategy is never stagnant. I’m continually looking for the best opportunities in the marketplace…
I only ever identify companies that have the greatest earnings growth, market positioning, and momentum so that YOU can buy them before they take off.”
What investments has he recommended?
According to Simpkins, some of his top recommendations have included bitcoin in 2014, Canopy Growth in 2017, and numerous energy-related stocks.
I’ve covered some of his more recent picks, too.
For instance, before this, I wrote about Simpkins’ Retinal Matrix pick. And before that, I looked into his “New Space Age” (nanosatellite) recommendation. So if you want to see what other companies he’s teased, you may find those posts helpful.
In any case, a subscription to Wall Street’s Proving Ground costs $99 per year, depending on where you join. And as a subscriber, you get a new recommendation from Jason Simpkins each month, the “Missile Millionaire” research report, and access to his model portfolio (along with other resources).
As for whether or not it’s worth joining, that really depends on what your goals and preferences are. As with any service, there’s no guarantee you’ll make money following his recommendations, but it looks like a potentially decent service overall, especially if you’re interested in getting defense-related investment ideas.
Recommended: Go here to see my #1 rated stock advisory of 2023
Jason Simpkins’ latest presentation centered around a California-based defense contractor that he believes could see a “potential 35,000% rise.”
And while he used the term “smart missile” in the presentation, what he appears to have (actually) been talking about is hypersonic missile technology.
On the one hand, it’s easy to see why some stock pickers are bullish on defense companies, given their importance and considering what’s happening in the world right now. Not to mention, defense stocks have outpaced the global market this year.
However, there’s no guarantee that ANY investment will make you money, let alone a 35,000% or more gain, as the presentation suggests. So it might pay to take some of the claims in the “smart missile” presentation with a grain of salt.
Either way, at least now you know what company Simpkins is most likely teasing, so I hope you found this post helpful. Thanks for reading.