
"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.
DV Capital | Boeing | The Miracle of Kelly Ortberg
DeepValue Capital
October 30, 2025
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