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The Boeing Company (BA): A Bull Case Theory

We came across a bullish thesis on The Boeing Company on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on BA. The Boeing Company's share was trading at $230.00 as of July 15th. BA’s forward P/E was 36.90 according to Yahoo Finance.

Boeing is undergoing a pivotal transformation under its new CEO, Kelly Ortberg, a seasoned aerospace executive who previously built Rockwell Collins into a $30 billion giant. Ortberg is restoring operational discipline at Boeing—cutting inefficiencies, prioritizing engineering fundamentals, and shifting the...