He's really good but often overly bullish on Boeing. Just because B787 and A380 were developed at the same time doesn't make them comparable. He nearly ignores the A321LR (which is successful because of the new model) and somewhat downplays that the B747-8 (the actual competitor to A380) isn't doing well either. Boeing didn't invest as much money in the B748 so it's not as severe but comparing the A380 with B787 is misleading.