Renowned aerospace analyst Cai von Rumohr retires after 55 years at TD Cowen

From Investing.com: 2024-12-19 09:14:11

Cai von Rumohr, a veteran analyst in the Aerospace and Defense industry, is retiring from TD Cowen after over 50 years. His partner Gautam Khanna and colleague Jack Ayers will take over his coverage. Von Rumohr reflected on industry changes and investment considerations, emphasizing the importance of understanding technology advancements and emerging trends like eVTOLs and UAM.

He highlighted the risks and opportunities of technology advancements, citing Airbus’s oversight of improving aircraft engine reliability that led to the end of A380 production. Von Rumohr emphasized the disruptive potential of eVTOLs and UAM despite certification delays, noting their carbon-neutral features and economic advantages.

Von Rumohr’s departure signals the end of an era at TD Cowen, where his insights shaped the Aerospace and Defense analysis. His lessons and observations will serve as valuable guidance for future industry analysts.



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