The plan to generate $20 billion in earnings growth by 2030 through increased spending seems a bit too risky to me. Only a differentiated portfolio and strong financial discipline might make it viable. I’m not sure I’m ready to go along for the ride. The stock is currently undervalued, and that’s the main reason I’m holding on for now to see how things play out. If the strategy is flawed, the cracks will show soon enough.
There are no replies in this thread yet. Be the first to post a reply below: