Innovative Aerosystems (IA) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 8 calls on Innovative Aerosystems (IA) from 5 tracked investors: 5 bullish, 0 bearish and 3 neutral. The most recent is bullish, posted by @DeepSailCapital on Oct 26, 2026 when IA last closed at $19.66. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on IA?
Consensus: bullish. Every current directional call on IA points the same way (Undiscovered Compounders (@UCompounders) and Deep Sail Capital (@DeepSailCapital)). Brian McCann (@Bootstrap68), Insider Monkey (@insidermonkey), and Holler to Tide Investment Guide (@hollertotide) take a neutral or watch-only view, which is the closest thing to dissent here.
Every logged IA call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 26, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $19.66 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 18, 2026 | Holler to Tide Investment Guide (@hollertotide) | Neutral / watch | $19.35 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 17, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $19.35 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 16, 2026 | Insider Monkey (@insidermonkey) | Neutral / watch | $19.35 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 16, 2026 | Brian McCann (@Bootstrap68) | Neutral / watch | $19.35 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 16, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $18.89 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 16, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $18.89 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 5, 2026 | Undiscovered Compounders (@UCompounders) | Bullish (long) | $18.99 | Open; scored 180 days after the post | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for IA
- Flags a second Liberty flight-deck deal for IA and says more are coming. (Deep Sail Capital (@DeepSailCapital), Oct 26, 2026; source)
- Re-shares his IA article summary. (Deep Sail Capital (@DeepSailCapital), Oct 17, 2026; source)
- Publishes X article framing Innovative Aerosystems as a mini-TransDigm buying orphaned avionics lines. (Deep Sail Capital (@DeepSailCapital), Oct 16, 2026; source)
- Q3 2026 investor letter includes a long thesis on Innovative Aerosystems. (Deep Sail Capital (@DeepSailCapital), Oct 16, 2026; source)
- IA is about 30% of his portfolio after a 40k-word deep dive; convinced it will hit $100 someday. (Undiscovered Compounders (@UCompounders), Oct 5, 2026; source)
The bear case for IA
No tracked investor has a current bearish thesis on IA.
Neutral and watch-list views
- Argues the 25x cash-flow multiple is distorted by one-time costs such as the Exton buildout. (Holler to Tide Investment Guide (@hollertotide), Oct 18, 2026; source)
- Likes the Deep Sail write-up but says IA does not look cheap at 25 times cash flow. (Insider Monkey (@insidermonkey), Oct 16, 2026; source)
- Likes build-and-buy models like IA; compares it to Allient. (Brian McCann (@Bootstrap68), Oct 16, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @DeepSailCapital (Oct 26, 2026): "$IA - 2nd Liberty Flight deck deal."
- @hollertotide (Oct 18, 2026): "25x is distorted due to many one time expenses."
- @DeepSailCapital (Oct 17, 2026): "Article summary for $IA"
- @insidermonkey (Oct 16, 2026): "Good write-up on $IA but the stock doesn't look cheap at 25 times cash flow."
- @Bootstrap68 (Oct 16, 2026): "I love these 'build and buy' companies."
- @DeepSailCapital (Oct 16, 2026): "Innovative Aerosystems (IA) - A mini-TransDigm for Orphaned Avionics"
Track records of the players calling IA
| Player | Calls on IA | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Brian McCann (@Bootstrap68) | 1 | 0-0 | - | - | No scored calls yet |
| Deep Sail Capital (@DeepSailCapital) | 4 | 13-12 | .520 | +8.9 | Ranked #6 (career) |
| Undiscovered Compounders (@UCompounders) | 1 | 0-0 | - | - | No scored calls yet |
| Holler to Tide Investment Guide (@hollertotide) | 1 | 0-0 | - | - | No scored calls yet |
| Insider Monkey (@insidermonkey) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Innovative Aerosystems (IA)?
As of November 5, 2026, @DeepSailCapital and @UCompounders have logged bullish calls on IA. Current bullish voices: @UCompounders and @DeepSailCapital.
Who is bearish on IA?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on IA.
What is the consensus on IA among tracked investors?
Current calls on IA lean bullish; no tracked investor is on the other side right now.
What price was IA at when these calls were made?
Prices at call ranged from $18.89 to $19.66. The most recent call was made when IA last closed at $19.66. We use the last close known when each post went up.
How have past IA calls performed?
No IA call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on IA?
Consensus: bullish. Every current directional call on IA points the same way (Undiscovered Compounders (@UCompounders) and Deep Sail Capital (@DeepSailCapital)). Brian McCann (@Bootstrap68), Insider Monkey (@insidermonkey), and Holler to Tide Investment Guide (@hollertotide) take a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the IA page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.