
"Axon Enterprise, formerly Taser, has transformed itself by integrating body cameras and cloud-based evidence management. There’s simply no clear competitor – no Pepsi to its Coke in the law enforcement technology space."
David Gardner highlights Axon Enterprise as a rule breaker stock with a unique competitive position in law enforcement technology. Transitioning from non-lethal weapons to offering body cameras and subscription-based cloud storage for video evidence, the company stands out in a market with few true rivals. This innovative positioning makes it a compelling long-term investment.
TIP754: Rule Breaker Investing w/ David Gardner
September 19, 2025
Company Opinion