AerCap Holdings NV (AER)
This week on the Intelligent Investing Podcast, I sat down with Jeremy Raper. One of companies we discussed was his largest holding, AerCap (AER).
Essentially, the company is run by a brilliant CEO who continues to buy back the stock below book value while the airplane fleet is understated on the books. Jeremy believes the company will eventually be sold at a premium.
You can listen to the full The Intelligent Investing Podcast episode, here.