Janno Lieber

1.1 ★★★★★
Chair and CEO of the Metropolitan Transportation Authority (MTA)
· tracked since Feb 2026
Ideas 3
Long / short 3 L/0 S
Win rate 33%
Tracked posts 2 0.03/day
Avg return -0.1%
Long return -0.1%
Short return -
New ideas 0 last 30d
Most mentioned

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 3 eval.
+2.1%
L +2.1% S -
Win rate 67%
30 days 3 eval.
-4.7%
L -4.7% S -
Win rate 0%
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Long
Other
$51.63
+1.7%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Feb 23
Long
Other
$131.80
-0.8%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Feb 23
Long
Other
$174.83
-1.2%
"In the area of climate change. We're dealing with all kinds of extreme weather events. You know, right now we're forgetting about torrential rainfall and rising sea levels. But those are issues for the MTA as well." The MTA Chair explicitly links current operations to a broader need for infrastructure hardening against climate change. This implies sustained, long-term government Capital Expenditure (CapEx) on engineering, drainage, and retrofitting projects to protect transit assets from flooding and rising sea levels. LONG. Engineering and construction firms like Fluor (FLR) and Jacobs (J) are the primary beneficiaries of government contracts for infrastructure resilience and climate adaptation projects. Government budget constraints or delays in funding allocation can stall large-scale infrastructure projects.
Feb 23
Showing 3 of 3 picks ยท sorted by mentions