Author: David Chen
In aviation, a certain type of stock story is uncommon. Due to certification cycles, fuel hedges, and protracted union negotiations,…
The trucks seem to never stop on a section of road north of Antofagasta. According to Albemarle’s count, 24 to…
Seeing a company that didn’t exist as a stand-alone two years ago now trade at more than $1,000 per share…
Observing a company’s stock drop 74% in a single morning has an almost cinematic quality. Spirit Aviation Holdings’ shares, which…
Detroit’s Trillion-Dollar Question: What Ford CEO Jim Farley Admits the Industry Got Wrong About EVs
I keep thinking about a particular scene from Jim Farley’s most recent interviews. In a Dearborn workshop, Ford engineers are…
Every transportation revolution has a moment when everyone forgets to look at the ground below them because the spotlight is…
One type of investor maintains a modest, embarrassed stake in hydrogen stocks. At dinner, they don’t discuss it. They witnessed…
A stock that has lost nearly half of its value in a year, despite analysts’ insistence that it could more…
On Wall Street, there’s a certain silence that speaks louder than the cacophony. Last winter, BlackRock, the world’s biggest asset…
On the outskirts of Stuttgart, just south of Wichita, or along the M6 corridor in England, there is a specific…
