Research Notes: Spirit Aerosystems Takes A Bath
Analysis of SPR after this weekend's mishap, plus the recovery in Macau
This week, we look at two very different stocks: a U.S. aerospace supplier and Asia-facing casino operators. But there’s a common thread between the two stories: a divergence between a hopeful narrative looking forward and years of disappointing performance in the rearview mirror.
The Easy Short In Spirit AeroSystems