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Shownotes
Chris DeMuth Jr. discusses value investing (seekingalpha.com/author/chris-demuth-jr/analys…) and his top thoughts for the new year (). 2 picks: Willis Lease and FTAI Aviation (). Relevant risks and metrics (). California First Leasing possibly misunderstood (). Gambling and activist investing (). Healthcare and AI ().
Show Notes:
Sifting the World (seekingalpha.com/checkout/mp_206?source=ie_pod…)
California First Leasing Year-End Review (seekingalpha.com/article/4856177-california-fi…)
CoreWeave: Core Needs A Collar (seekingalpha.com/article/4810590-coreweave-cor…)
Read our transcripts (seekingalpha.com/author/investing-experts-podc…)
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