About this episode
Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50).
Show Notes:
Sifting the World
California First Leasing Year-End Review
CoreWeave: Core Needs A Collar
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Sifting the World
California First Leasing Year-End Review
CoreWeave: Core Needs A Collar
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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