Willis Lease Finance Corporation (WLFC) – Cluseau Investments
Pitch Summary: @blondesnmoney argues that Willis Lease Finance ($WLFC) is meaningfully undervalued once investors adjust for the real economic value of its jet engine assets. Although the stock screens as expensive at ~2× tangible book and ~9× earnings, he notes that skyrocketing engine market prices imply roughly $600M of fair-value uplift, translating to an additional […]
