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The NBAA-BACE 2025 Intelligence Brief: Where Aviation’s Next Margins Are Being Built
I’m on the ground at NBAA 2025 — the largest business aviation event in the world.
4 hrs ago
•
Amanda Goodall
3
The Lie We All Fell For
... you’re not supposed to know how this works.
9 hrs ago
•
Amanda Goodall
3
$CAE - 18% Upside says Workforce
BONUS info nugget: I grew up at CAE!
Oct 11
•
Amanda Goodall
2
$1.5B revenue loss possible for Delta $DAL
Insider Scoop on Delta’s Labor Risks while "Growing into that Workforce"
Oct 10
•
Amanda Goodall
1
You Can’t Fake This Kind of Edge
The proof drop - every call that hit, and why my workforce models keeps beating Wall Street.
Oct 8
•
Amanda Goodall
2
Nvidia Funded Intel’s Fabs, AMD Stole Its Engineers
AMD & OpenAI Trillion Dollar Partnership
Oct 6
•
Amanda Goodall
3
eVTOL Wars Have Already Been Won - Is it Joby or Archer OR?
Dubai. Japan. Enter Tesla?
Oct 6
•
Amanda Goodall
3
Inside Boeing’s Dirty Rebuild
Could This Break U.S. Defense?
Oct 5
•
Amanda Goodall
3
September 2025
The Starbucks Layoff That Isn’t - $SBUX
7 minute listen
Sep 30
•
Amanda Goodall
2
6:51
Starbucks Layoffs: Bullish Catalyst
This Is Niccol's Chipotle 2.0 - With a Global Glow-Up.
Sep 27
•
Amanda Goodall
5
The PepsiCo Story Wall Street Won’t Tell You
Elliott’s $4B bet is just the surface.
Sep 25
•
Amanda Goodall
4
Pay-to-Play Politics?
$100K H-1B Visa Fee Won’t Bring Jobs Back
Sep 21
•
Amanda Goodall
13
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