Alexander Yaggy, CFA – Medium

Alexander Yaggy, CFA

Boeing Incentivized its Own Decline

Uninvestable Boeing’s stock continues to slide lower, but it appears uninvestable until the new management team acknowledges how deep a…

Sep 10

Boeing Incentivized its Own Decline

Sep 10

Boeing Needs to Slim down, Bulk Up, and Pull Off A 787 Barrel Roll.

Recent growth in the US has favored larger companies that consolidated — both through organic growth and acquisition. Now many of those…

Aug 20

Boeing Needs to Slim down, Bulk Up, and Pull Off A 787 Barrel Roll.

Aug 20

General Electric’s break up is a model for the years to come.

Some time in the 2000s, I interviewed for a job at a hedge fund. For some reason, I was asked what my thoughts were on General Electric…

Aug 15

General Electric’s break up is a model for the years to come.

Aug 15

SVB’s collapse was predictable; A CFO’s perspective

The CFO has one real task: Don’t run out of money. Everything else is adjacent. And I knew we had a problem that had nothing to do with us…

Jun 20

SVB’s collapse was predictable; A CFO’s perspective

Jun 20

Managers: Be Open to Variant Perspectives

Contrarian. Going against the grain. Variant Perspective. Not how we do it. Pain in the ass. There are lots of ways to describe those that…

Jun 13

Managers: Be Open to Variant Perspectives

Jun 13

Three Friends and A Hundred Enemies

{Note: This was originally published three years ago (in 2021) on my own website (ayaggy.com). If I were to rewrite it today, I’d probably…

May 7

Three Friends and A Hundred Enemies

May 7

We lost a good Egg

The pandemic took a trusted retreat

Oct 28, 2020

We lost a good Egg

Oct 28, 2020

Delivered Gross Margin & Always Remembering The Big Picture

A simple method to evaluate a DTC business

Sep 16, 2020

Delivered Gross Margin & Always Remembering The Big Picture

Sep 16, 2020

Maryland Steeplechases

I had never seen a horse jump that high. Just yards from me, Drift Society, ridden by Hadden Frost, soared over the third fence of the…

Jan 22, 2020

Maryland Steeplechases

Jan 22, 2020

Investors Can Read

(and other hints for companies dealing with Wall Street)

Feb 14, 2019

Investors Can Read

Feb 14, 2019

Alexander Yaggy, CFA

Alexander Yaggy, CFA

Alex Yaggy is an investor and works with start ups and other companies in NYC, chases his dog, and takes photos. https://ayaggy.com

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