Janno Lieber

Chair and CEO of the Metropolitan Transportation Authority (MTA)
· tracked since Feb 2026
Calls 3 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
J long -8.0%
FLR long -2.8%
XLI long -0.3%
Most Mentioned
XLI ×1
FLR ×1
J ×1
Recent Calls
XLI long 3 months ago
J long 3 months ago
FLR long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 67%
30d 0%
90d 0%
Average Return -3.7% Long Return -3.7% Short Return -
Average Return
7d +2.1%
30d -4.7%
90d -7.2%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 23
$51.63
-2.8%
"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.
"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.
Other
Long
Feb 23
$131.80
-8.0%
"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.
"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.
Other
Long
Feb 23
$174.83
-0.3%
"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.
"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.
Other
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