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
The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
Eric Schleien and John King break down the fundamental myths around "soft skills" and the harm in HR departments measuring the "wrong stuff"
Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
Eric Schleien, founder of GSCM, and host of The Intelligent Investing Podcast discusses Trupanion (TRUP).
Westell
Eric Schleien and Evan Bleker discuss a net-net stock, Westell (WSTL) which has potential to take advantage of the 5G rollout with a margin of safety.