This is Part Two of the Industry Primers audio program on aerospace, the airframers and their suppliers, published by Latticework from MOI Global. It is the deep dive, made for professional investors and for anyone who analyzes these companies for a living. It assumes the ordinary vocabulary of investing and explains only what is specific to this indust…
Industry Primers
Industry Primers Podcast: Aerospace, Part Two: The Deep Dive
Industry Primers Podcast: Aerospace, Part Two: The Deep Dive
A working method for analyzing the airframers and their suppliers, from the three businesses and when each is paid through the accounting that turns earnings into a forecast to the seven steps a practitioner runs from the installed base upward.
Industry Primers
Perspectives and deep dives on a wide range of sectors and industries
Perspectives and deep dives on a wide range of sectors and industriesAppears in episode
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