Boeing is an exceptional opportunity: it has a 50-year positive uptrend despite recent reputational damage (737 MAX crisis); the company trades near the 40-month average price, making it a deep value play with a 50% defense business that benefits from higher growth, 50% commercial business that benefits from rising GDP, and a massive reputational recovery opportunity.
causalpending
Speaker
Hugh HenryEvidence Quote
“you can buy Boeing at the average price of the last 40 months... there are only two global manufacturers of aircraft”
Source
Once In A Lifetime Opportunities in Precious Metals, Japan, And AI w/Hugh Hendry— Rebel Capitalist InterviewsCreated: 8/13/2026, 9:56:54 AM
My Notes
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