Substack · LF GLOBAL CAPITAL · LF Global Capital
El sector Industrial
Geopolítica, IA y ciclo económico trabajando al mismo tiempo.
US · 3 entries · 2 publications
Ge Aerospace
More bullish than bearish among those that state a stance.
Free during launch: log in or sign up with your email to see it.
Sign up freeSubstack · LF GLOBAL CAPITAL · LF Global Capital
Geopolítica, IA y ciclo económico trabajando al mismo tiempo.
Substack · Rijnberk InvestInsights · Daan | InvestInsights
A brilliant business and formidable compounder now finally at a fair price (A Q3 Review).
Blogs · r/ValueInvesting · /u/raytoei
Here is my due diligence for GE Aerospace, I try and prepare such documents every quarter for my key investments. The summary for GE Aerospace for Q2 is this: a. The 4 main catalysts for this company are still intact…
Since publication −15.5% α −17.8 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/acceinvestments
GE Aerospace is a genuinely high-quality business with real earnings power, but the market has priced in a trajectory that the current fundamentals cannot yet justify, and the Samsung-driven chip selloff yesterday is a…
Since publication −19.0% α −21.6 pp vs S&P 500 · USD
There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.