Any chance on a quick update post to the thesis given what has gone on in aerospace in the past few weeks? SWK pretty much top ticked it with their acquisition of CAM…hilariously how bad those guy’s acquisition track record is outside of Tools & Storage.
Feels like those stocks are currently (after today’s 3/19 move) being priced for a V shaped recovery…but feel like it might be closer to a great recession type macro backdrop for aerospace?
Airlines grounding fleets, harvesting spare parts from those ones, the whole Boeing mess, consumer demand shift away…any quick updated thoughts would be greatly appreciated.
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