CSC Idea Post update 1/3/24

We hope you had a wonderful holiday season! Over the break, we operated remotely for the most part, so we apologize for the delay in updating the spreadsheets. The good news is we’re back in action, and everything is now up to date.

While we had hoped for a quieter market today to finalize this update, some recent moves have added urgency to share a few long-term ideas. These ideas are not included in the updated spreadsheets but represent positions we’ve been steadily building.

As a reminder, the last long-term position we discussed here was Boeing (BA) back in October. It had gained about 15% before the recent unfortunate accident news caused a $10 pullback.

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