- U.S. investors have genearlly had limited opportunities to invest in the drone sector.
- The recent collapse of GoPro and Ambarella stock and entries into the drone sector provide attractive entry points.
- Drone Aviation offers a speculative play as it builds a business in the defense and commercial sector.
While drones became one of the hottest market segments in the last couple of years, U.S. investors have had limited investment opportunities in the public markets. Some of the big government defense contractors that produce drones are so large they don't provide much growth opportunity, while the public companies moving into the consumer and commercial drone arena were richly valued and had limited revenues from drones.
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