$BA
Boeing1/10Does he own it?
No ownership signals anywhere. BA appears only inside broader thematic stock lists (defense/war names, mine-warfare names). No first-person buying, holding, sizing, or weight disclosure. Mentions are generic basket name-drops, not a position.
His thesis
No real thesis on the company itself. BA surfaces only as one entry in geopolitics-driven baskets: a defense/war-profiteering list (bunker-bomb makers tied to a possible Iran/Venezuela intervention) and a naval mine-countermeasure list (Boeing's expendable mine-neutralizer). One mention actually points to BAE Systems on the LSE as a partner of a photonics small-cap, not Boeing, showing the ticker is used loosely rather than as a tracked holding.
How his view evolved
No evolution. Three scattered passing mentions across distinct thematic lists; the view of the name never develops or deepens.
Key points
- Only appears inside broad thematic stock baskets, never as a focus name
- Zero ownership or position-sizing language
- Ticker used loosely; one mention is BAE Systems, not Boeing
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $BA on X ↗