Reza Pahlavi 5.0 2 ideas
Crown Prince of Iran
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By sector
Stock
2 ideas
-1.1%
Top tickers (by frequency)
CAT
1 ideas
100% W
+5.9%
BA
1 ideas
0% W
-8.1%
Best and worst calls
Best calls
CAT LONG
+5.9%
"We figure about 1 trillion in the first 10 years to the US market but also billions of dollars that will be invested in...
Mar 07
BA LONG
-8.1%
"We figure about 1 trillion in the first 10 years to the US market but also billions of dollars that will be invested in...
Mar 07
Worst calls
BA LONG
-8.1%
"We figure about 1 trillion in the first 10 years to the US market but also billions of dollars that will be invested in...
Mar 07
CAT LONG
+5.9%
"We figure about 1 trillion in the first 10 years to the US market but also billions of dollars that will be invested in...
Mar 07
"We figure about 1 trillion in the first 10 years to the US market but also billions of dollars that will be invested into Iran and everything that we need to have done in order to rebuild our country." A pro-Western transition in Iran would lead to the immediate lifting of sanctions and a desperate need to modernize aging infrastructure. The most critical immediate needs would be civilian aviation (Iran's fleet is dangerously outdated due to sanctions) and heavy construction for rebuilding. Boeing (BA) and Caterpillar (CAT) are the primary US beneficiaries of this "reconstruction super-cycle." LONG. These are the industrial anchors of a "Marshall Plan" for Iran. The regime change fails or results in a prolonged civil war rather than a stable transition, preventing US companies from entering.
Crown Prince of Iran