POV: You're running a private military company in South Africa
The geopolitical arbitrage play nobody's talking about. While VCs chase AI wrappers, real operators are building hard power infrastructure in emerging markets.
South Africa = strategic gateway to African conflicts, mineral-rich unstable regions, and maritime security contracts. The demand curve for private security only goes up as state capacity declines.
This isn't some startup pitch deck fantasy. It's boots on ground, real revenue, real risk. The kind of business that prints cash when everything else is melting down.
Most people can't stomach this level of exposure. That's exactly why the margins are insane.
The geopolitical arbitrage play nobody's talking about. While VCs chase AI wrappers, real operators are building hard power infrastructure in emerging markets.
South Africa = strategic gateway to African conflicts, mineral-rich unstable regions, and maritime security contracts. The demand curve for private security only goes up as state capacity declines.
This isn't some startup pitch deck fantasy. It's boots on ground, real revenue, real risk. The kind of business that prints cash when everything else is melting down.
Most people can't stomach this level of exposure. That's exactly why the margins are insane.