AerCap Holdings N.V.
AER
position
long
Andrew Wellington
Thesis
AerCap's business model is less credit-sensitive than perceived, as it can repossess airplanes and find new renters easily. The acquisition of ILFC has significantly boosted earnings, with projections of $4.95 per share this year, making it an attractive investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The assertion regarding AerCap's business model and earnings projections remains unverified without further context or results. Therefore, the confidence in the outcome is low.
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