DV Capital | Boeing | The Miracle of Kelly Ortberg
about 2 months ago
"By the end of this, you’ll know: What Boeing does. What happened during Q3. How new engineering leadership is changing the company. Their progress on goals. The risks. And why I see $300+ per share, up from $212 today in less than 2.5 years."
Q3 2025 update covering the details from the call followed by my full thesis with the tailwinds, risks, and valuation.
Sentiment
Bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
DV Capital | Boeing | The Miracle of Kelly Ortberg
Source:
DeepValue Capital
Published:
October 30, 2025
Idea Type:
idea