Letters by company

Boeing CO

1 letter discussing BA. Everything written about it on this site is on its ticker page.

Horizon Kinetics 2nd Quarter Commentary Horizon Kinetics argues that passive indexation has concentrated equity risk in large U.S. technology companies as disinflationary forces, cheap capital and global labor arbitrage reverse. It identifies electricity and natural gas as AI bottlenecks, favoring Permian landowner LandBridge and Texas Pacific Land for data-center, water and royalty exposure. 2nd Quarter 2024 LB $6.7BAMZN $2.8TGOOGL $4.2TMETA $1.4T