Basket representing companies deriving significant revenue from US federal government contracts.
1 take · first discussed Jan 4, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Guest Gavin Baker holds a high-conviction bearish view on companies that derive more than 35% of their revenue from U.S. government contracts, naming them among the biggest likely business losers of 2025. His core rationale is that DOGE's intensified scrutiny of government spending will directly pressure these contractors' top lines. No other hosts weighed in, so the view reflects Baker's individual thesis rather than a broader panel consensus.
Gavin Baker predicts companies deriving more than 35% of revenue from US government contracts will be the biggest business losers of 2025 as DOGE scrutinizes spending.
Government service providers. You do not want to have the United States government at any level as over 35% of your revenue.”39:28