Archer Aviation (NYSE: ACHR ) is stealthily setting itself up to be this underestimated leader of electric air taxis. I think the market is still wrong in valuing Archer as a long-shot number two inHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: ...

Archer Aviation (NYSE: ACHR ) is stealthily setting itself up to be this underestimated leader of electric air taxis. I think the market is still wrong in valuing Archer as a long-shot number two inHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: ...

Group 1 - Joby Aviation claims a competitive advantage in the electric air taxi market through vertical integration, controlling the design and manufacturing of its aircraft in-house [1][2] - The company has completed over 40,000 miles of flight testing, with nearly 600 flights in 2025, and is in the fourth of five FAA certification stages, positioning it ahead of competitors [3] - Joby's partnerships with Toyota, Delta Air Lines, and Uber enhance its operational capabilities and market demand, making its integrated model difficult for rivals to replicate [3][4] Group 2 - The vertical integration strategy not only protects Joby from supply chain disruptions but also allows it to build proprietary intellectual property [3] - As the electric air taxi industry evolves, Joby believes its integrated model could serve as a valuation floor, providing stability amid competition [4]