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Baumann Capital's investment thesis on Dassault Aviation SA ($AM.PA) — Q3 2026 | Buyside Digest

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$AM.PADassault Aviation SA

BULL

Baumann Capital

Fund Letter

Q3 2026

Published October 8, 2026

View Fund Profile

$287.20USD

Current Market Price

Market Cap$24.2B

Technical Chart

From the Fund Letter

Dassault Aviation manufactures military fighter aircraft (notably the omni-role Rafale) and civil business jets (Falcon), alongside holding a major 26.6% equity stake in defense-electronics leader Thales. The manager holds...

— Benedikt Baumann

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