$BA (-1,25%) 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 CommentiD.S.@Cato_Bamboo
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•Konstantin@Konstantin85
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Apfelmus@Apfelinvest
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•Konstantin@Konstantin85
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Saschko@WarrenamBuffet
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•Moritz@leveragegrinding
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•Konstantin@Konstantin85
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