China targets Boeing, Bryce's $500-to-$5k mistake & top stock from 10 investor letters

Apr 20, 2025

Dive into the impacts of the US-China trade war on companies like Boeing and explore Zip's remarkable stock rebound. Learn about the financial woes facing mining giants BHP and Rio Tinto due to recent storms. Discover insights from investor letters that reveal geopolitical concerns and strategic growth stories, including one on United Rentals. Plus, follow Bryce's bold challenge to turn $500 into $5,000, navigating emotional highs and lows along the way. Get tips on avoiding common investment pitfalls for a smarter investment journey!

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INSIGHT

Boeing's Resilient Backlog

Boeing's 11-year production backlog limits the impact of Chinese delivery bans amid trade tensions.
China's move may shift demand toward Airbus but likely won't cripple Boeing operations soon.

INSIGHT

Caution in Investor Letters

Q1 investor letters show heightened caution due to geopolitical issues and new US tariffs.
This sentiment signals elevated market volatility and investment complexity recently.

INSIGHT

United Rentals Investment Insight

United Rentals is the most mentioned stock among top investors, showing strong interest.
It has grown revenue 16% and EPS 20% annually over 10 years, despite high debt.

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"I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch

The initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.

Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.

In today's episode we cover:

The news of the day and the latest on tariffs
Zip's incredible rebound continues
News from Australia's major miners: BHP and Rio Tinto
What we've learned from the latest batch of investor letters
Bryce's $500-to-$5,000 challenge continues

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