The Boeing Company (BA): A Bear Case Theory

We came across a bearish thesis on The Boeing Company (BA) on Substack by Stock Picker's Corner. In this article, we will summarize the bears’ thesis on BA. The Boeing Company (BA)'s share was trading at $172 as of Jan 10^th. BA’s forward P/E was 36.90 according to Yahoo Finance.

[caption id="attachment_1200405" align="aligncenter" width="768"] A Boeing 737-Next Generation aircraft in flight, highlighting the efficiency of the company's fleet.[/caption]

Boeing, once a leader in innovation and a top defense contractor, has fallen from its pedestal in recent years. The company's...