The 10 Most Interesting Things We Learned on Odd Lots in 2024

The 10 Most Interesting Things We Learned on Odd Lots in 2024 – Odd Lots

Mentioned

Bullish

STARLINK— Starlink's satellite internet service is proving invaluable in war-torn areas like Ukraine, where traditional infrastructure is impractical or vulnerable. Its flexibility and reliability in challenging environments suggest strong potential for growth and adoption in similar contexts globally.
NICKEL— Nickel is a critical component in EV batteries, and China's strategic moves to secure supply suggest long-term demand growth. The metal's importance in the transition to electric vehicles and geopolitical considerations make it an attractive long-term investment.

Bearish

BA— Boeing faces significant challenges due to loss of market share and demographic issues in its engineering workforce. The company's lack of innovation, with no new clean sheet designs since 2004, suggests a potential long-term decline in competitiveness and market position.
PRIVCRED— There are growing concerns about the accuracy of valuations in private credit markets. The lack of transparency and potential overstatement of asset values pose significant risks, especially given the difficulty in verifying these valuations until investments are exited.

Not investment advice.