Going through valuation assessment and some qualitative rumblings about my top positions. This is part1 - will go through up to top15 over the next few weeks
Very interesting article. Agree on Google and I'll look more into Bombardier.
Let me know what you think on bbd
Thanks! Thought so. Own this as well.
Are there provisions in the OBBB that are a tail wind for personal jet makers?
yes 100% deductible on the first year as expenses. https://inequality.org/article/the-big-beautiful-bill-would-subsidize-the-billionaire-private-jet-class/
Very interesting article. Agree on Google and I'll look more into Bombardier.
Let me know what you think on bbd
Thanks! Thought so. Own this as well.
Are there provisions in the OBBB that are a tail wind for personal jet makers?
yes 100% deductible on the first year as expenses. https://inequality.org/article/the-big-beautiful-bill-would-subsidize-the-billionaire-private-jet-class/