Bombardier – A potentially successful Aerospace turnaround shot down by Trump Tariffs ?
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!
Background:
Bombardier is a Canadian company that after a colorful past as a conglomerate and an “almost bankruptcy” in 2020 is now fully focused on manufacturing Private Jets and until recently has been a poster child of a very successful turn-around. My friend @Govro12 from the Wintergems substack has written a very nice post on Bombardier just a few weeks ago which I highly recommend to read.
High level Presentation:
Although I only could convince myself to buy a small starter position (<1%, to keep me interested), I presented Bombardier as a potential interesting investment case in a private investor meeting some days ago. Here is the presentation which I admit is pretty high level. Spoiler alert: I would not recommend to invest right now.
value and opportunity 