Value Investing with Sven Carlin, Ph.D. on $TXT (Nov 3, 2026)
AI summary · Value Investing with Sven Carlin, Ph.D.
Although Textron is doing very well and current results look good, the speaker considers it too risky and too manipulative and not suitable for him, because private-jet demand is tied to the market and a market crash would reduce plane purchases, with recession context.
Bearish
“S&P 500 (459 to 440) - 6 Extremely Interesting Investing Stories (PNW, SOLV, GNRC, ECHO, GEN, IVZ)”
Value Investing with Sven Carlin, Ph.D.Published Nov 3 · 1 passage
Jump to any passage
1 passage
Textron is doing very well. great. Everything seems fine, but do you really need a private jet right now? And we all know again, it's linked to the market. If the market crashes, they buy fewer planes, and things like that .
For me, it is simply too risky, and too manipulative. Even if the results look good now, they are not suitable for me. Look at this in the context of the recession, but again, you might be looking for something more interesting.