@MoodyWriter13 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨 Copy search input Reply “777” to WhatsApp: + 13467756188
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This is not another piece chasing a photonics “moonshot.” Markets don’t reward wishful thinking, they dictate where value emerges. A rational investor adapts to opportunity, rather than forcing a narrative onto it.
An aviation downturn is not an annual event. Yet history shows that such periods consistently create compelling entry points in engine manufacturers like $MTX , businesses that, at first glance cyclical, reveal on closer inspection an exceptional model: deeply entrenched moats, resilient aftermarket revenues, and long-term visibility.
Today, the setup is even more intriguing. Beyond the cyclical dislocation, the sector is supported by three distinct tailwinds, reinforcing what has always been, beneath the surface, a remarkably durable and high-quality franchise.
@KerrisdaleCap also recently published an analysis on this that seems a bit more aggressive / more bullish than mine.
I hope you enjoy this article as well.
@fwriter/note/p-195511309?r=1485tu&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@fwriter/note/…
@MoodyWriter13 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨 Copy search input Reply “777” to WhatsApp: + 13467756188
Here’s the link : wa.me/13467756188/?t…
@MoodyWriter13 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
🚨 Copy search input Reply “777” to WhatsApp: + 13467756188
Here’s the link : wa.me/13467756188/?t…
If Sivers is as important as presented here, why don’t these companies own stakes in Sivers? That’s unusual for firms like these. It certainly suggests that some skepticism is warranted in this regard. They would recently have had the opportunity to participate in a capital increase.
I have a lot of respect for Serenity. But at this point, you have to keep in mind that he holds a large position in Sivers that he can’t easily exit overnight. He’s dependent on the Nasdaq listing happening and being successful, otherwise, he’ll likely be stuck holding those shares.
Show me your incentives, and I’ll show you the outcome.
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