On March 8th 2025, Bombardier trading at 78CAD on threat of a 25% tariff from Trump. I put 10% of portfolio on this stock on the belief that tightly interconnected aerospace is protected from tariff
This was epic indeed I am just the Messenger we live in chaotic time. Eurokai had an amazing run as well cant wait to see the results - thanks a lot on this one
Hey friend, just wondering how you like Mal.to and Ftg.to compare to Bombardier? Also, have you looked at Mro.lse which produces air engine components and aircraft bodies. What do you think?
Thank you for this "epic" update. As Charlie Munger would say: "I have nothing to add". Thanks again for bringing this one up.
This was epic indeed I am just the Messenger we live in chaotic time. Eurokai had an amazing run as well cant wait to see the results - thanks a lot on this one
Hey friend, just wondering how you like Mal.to and Ftg.to compare to Bombardier? Also, have you looked at Mro.lse which produces air engine components and aircraft bodies. What do you think?
Magellan is quite interesting it is in the right spot right country I like them but need to do more
Analysis - do you like them? Ftg is less interesting for me
Yeah I'm looking at it.
Magellan is limited in terms of Gross margin of roughly 15% being a subcontractor
Mro.lse seems attractive but has some near-term issues.