@justfactstruth Wont it canibalize some of the aerospace operations given the new CFM56 purpose and therefore the incremental value is over a lower base pro forma?
@TheValueist I do - not to learn but to see if you cross the commoditization line. Writeups need to be insightful imo and AI usually merely recycles/rewords the basics. With more relevant data you might have the model “realize” things and that’s where it get interesting
@TheValueist Respectfully, imho this writeup isn’t good enough. Suggest you feed the AI Bernstein and BofA materials as well (iirc they’ve released a few deep dives about the space last year and have been updating since).
@michaeljburry We would all pay to have you shut up, stop spreading your bs and migrate to Substack where you can underperform behind a paywall 😅. Please - the sooner the better.
@jukan05 Thank you. Citrini’s shenanigans are all over the platform. When you pick every name under the sun and take victory laps when a 0.5% position works it smells awful. I think that with your level of insight you could easily join an actual shop (I can help, feel free to DM)