What Jon Hartman And Jim Burke is saying
Co-Founders, Hartman Burke Capital Management
5 dated public stances tracked since 2026-01-04, most recently 2026-01-04. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jon Hartman And Jim Burke's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jon Hartman And Jim Burke is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-01-04
AIR
bullish
Sunday's Idea Brunch · article
COVID's 66% air-traffic plunge triggered deep manufacturing cuts and five straight years of production below fleet replacement rates, creating a structural supply-demand mismatch that has transformed civil aerospace from a cyclical into a secular-growth…
“transforming the historically cyclical aerospace manufacturing industry into one with secular growth characteristics”
90d +29.5% · 180d +63.2%
Idea Brunch with Jon Hartman and Jim Burke of Hartman Burke Capital Management
2026-01-04
DIS
bullish
Sunday's Idea Brunch · article
Disney's earnings impairment was caused by a 'growth-at-all-costs' streaming strategy under prior management rather than structural damage; post-2022 management pivot to financial discipline has already produced ~$10bn FCF in 2025 (~10x in three years), while…
“generating $10bn in FCF in 2025 – a nearly 10x increase in three years”
90d -15.6% · 180d -13.9%
Idea Brunch with Jon Hartman and Jim Burke of Hartman Burke Capital Management
2026-01-04
GH
bullish
Sunday's Idea Brunch · article
Guardant Health achieved the fastest-ever diagnostic launch to $100mn in revenue, pulled forward its profitability targets, and raised its multi-year revenue outlook, validating the investment case built at a ~$4bn market cap entry in December 2024
“fastest-ever diagnostic launch to reach $100mn, raised its multi-year revenue outlook, and pulled forward its profitability targets”
90d -12.0% · 180d +65.7%
Idea Brunch with Jon Hartman and Jim Burke of Hartman Burke Capital Management
2026-01-04
RDDT
owns
Sunday's Idea Brunch · article
Reddit's underlying fundamentals remained strong through the April 2025 sell-off, and the stock's return to the low $90s from a prior $220 peak offered an attractive re-entry after earlier trimming on valuation grounds, warranting a re-doubling of the position
“we were able to re-double our Reddit position in the low-$90s”
90d -43.3% · 180d -17.7%
Idea Brunch with Jon Hartman and Jim Burke of Hartman Burke Capital Management
2026-01-04
BA
bullish
Sunday's Idea Brunch · article
New CEO Kelly Ortberg's $23bn equity raise eliminated balance-sheet fragility and proved management would take a fundamentally different approach to fixing manufacturing quality; subsequent deliberate production ramp announcement made the capital raise a…
“we viewed this capital raise as both a derisking event and tangible proof that new management would take a completely different approach”
90d -6.9% · 180d +2.8%
Idea Brunch with Jon Hartman and Jim Burke of Hartman Burke Capital Management
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