mark's blog

United Technologies and Raytheon aerospace units are in merger talks. I would be curious what the concentration of aerospace is among the biggest 4 or 5 players in aerospace.    I would guess that it is in the 70% to 90% range.

I followed Neff for years.  He made his mark running the Windsor Fund with outstanding returns for a long time.

“If I have seen further than others, it is by standing upon the shoulders of giants.”
Isaac Newton