In short: Sold — predictability destroyed. "One thing we love as quality investors is predictability. For years, U.S. Government contracts were very stable. But that changed when Elon Musk started cutting contracts in an effort to reduce government spending with DOGE. Why that's bad for Booz Allen? 70% of its revenue comes from contracts with the U.S. Government… That killed the revenue certainty. Suddenly, the company was in the midst of a political battle."
Booz Allen sells consulting and technology work to US government departments — defence, intelligence, civil agencies. For years that was about as predictable as revenue gets: long contracts, a customer that cannot go bankrupt.
Then the DOGE cost-cutting drive started cancelling federal contracts, and 70% of Booz Allen's revenue comes from exactly those contracts. The problem quality investors have is not that profits fell; it is that they can no longer be forecast. As the post puts it, the change "killed the revenue certainty" and left the company "in the midst of a political battle" — the one input a long-term owner cannot model.
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