Exiting AerCap (AER)
A little over a year ago, we wrote about the aircraft and jet engine leasing company AerCap (AER) in our March 2024 Special Situations Newsletter and added the company to our model portfolio. The summary of our thesis was as follows:
Summary
AerCap, an aircraft leasing company, is a share cannibal, having repurchased 15% of the company in the last five qu…
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