Marta Kowal

X connected

@marta.eth

Ex-sellside industrials analyst. Writing about capex cycles and pricing power.

8.1k followers312 following

Portfolio performance

+11.20%

12 month return

+11.20%

$116.53$113.20$109.86$106.53$103.19

AugNovFebMayAug

Recent trades

Recent posts

Marta Kowal@marta.ethVerified· 5h8.1k followers

Trimmed $BA into strength. Delivery cadence is improving but free cash flow inflection keeps sliding a quarter to the right.

The Boeing CompanyBA$178.32−3.04%