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
Alexander Gramatzki; Investing In Music Royalties
Getting into the weeds on investing in music royalties.
Braxton Gann; Containerships; Shipping; Distressed Mortgage Notes
Eric Schleien & Braxton Gann sit down to discuss containerships, the general shipping industry, and a few investment ideas.
Mariusz Skonieczny
Eric Schleien sits down with Mariusz Skonieczny to discuss his newest project, Microcap Explosions. We also discuss the shipping business, two investment ideas, and his overall philosophy on value investing.