1Mon·

$BA (-0.51%) I bought my first position yesterday. Production is continuing and the 737 MAX is also being built again. In my opinion, the bottom is in, everything negative is priced in. In fact, Boeing is a duopoly with Airbus and therefore the company has a moat. It is illusory for the airlines to cancel and switch to Airbus products, as Airbus' books are full and new capacities cannot be created in the near future anyway. I am therefore seizing the opportunity and speculating on a slow recovery of the share.

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7 Comments

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Very exclusive opinion, good luck. 😢
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@Cato_Bamboo people who invest against the mainstream make the biggest returns
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Tim Schäfer has also bought^^
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TA does not speak of a bottom when the price has just risen. The price should have risen again from a certain point at least twice.

Statement independent of the share :)
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@leveragegrinding That's true, of course, but in my opinion everything negative was already pretty much priced in. If the price now falls again and forms a double bottom, then that's the way it will be. Hence the tranches ;) But it's not guaranteed, regardless of the share.
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