$Spirit Aerosystems (SPR.US)$ I've overlooked some pieces of...

I've overlooked some pieces of critical news. For example, Moderna executives (as well as Pfizer executives) said last week that we would go back to normal in a year because there would be enough vaccines for everyone on this earth by the middle of next year; and Delta may buy some 737 Maxs. These are fundamental changes for the company.

I had to chase high to buy some positions at a higher-than-expectation price today. But it still could have 15% CARR in the next three years according to my model, with which I am very satisfied.