11 May, 11:21LatestEmbraer is a wonderful aerospace company, but its stock is expensive, with fair value no more than $50, so only a small position is warranted until it gets cheap enough. x.com EMBJ
Vlad BastionFounder of Investment Bastion, Systematic Stock Ratings & Algorithmic Portfolios13 MayBABoeing's margins are low because of business problems. Replying to a post flagging its roughly 357x forward P/E, the market is pricing a recovery in metrics by 2028, which is why its longer-term multiples look less extreme. x.com Ask Alva0
