Bombardier Inc.

BBD/B CN position long Jacob Rubin, Philosophy Capital

Thesis

The investment in Bombardier was driven by the anticipation of a catalyst from the sale of its trains business to Alstom, which would reduce debt and pension obligations while providing a cash infusion. This strategic move was expected to transform Bombardier into a pure-play private aviation business, enhancing its value significantly.

Did it work?

worked confidence: high

The investment thesis for Bombardier anticipated a significant transformation through the sale of its trains business, which indeed occurred and led to a remarkable price increase of 133,163%. This substantial return indicates that the anticipated catalyst not only played out but exceeded expectations, confirming the thesis's validity.

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