Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)
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This is Part 2 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
Overview
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss AerCap (AER), a bombed-out stock during this coronavirus pandemic. AerCap is the world’s largest independent aircraft leasing company. Jeremy believes there is triple-digit upside potential in the name with a low probability the stock goes to 0. We go into detail in the show.
Staying In Touch With Eric Schleien
Staying In Touch With Jeremy Raper
Shelly Lombard
Eric Schleien sits down with Guest Lecturer of Columbia Business School & Wharton School of Business, Shelly Lombard to talk about distressed investment opportunities within this coronavirus environment, and, what to avoid.
Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs
Eric Schleien and Jeremy Raper discuss Japanese Mall REITs as an investment opportunity in this coronavirus investment environment.
Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc
Eric Schleien and Jeremy Raper discuss GAN plc as a potential investment during this coronavirus pandemic on The Intelligent Investing Podcast. High growth company, competitive moat, low cash flow multiple.