The YouTuber recommends Aircap due to the severe shortage of commercial aircraft and engines, leading to soaring lease rates. Aircap, as a major aircraft lessor, is expected to benefit significantly as existing contracts renew at much higher rates over the next 2-3 years. The company also has a strong track record, high aircraft utilization, and is currently undervalued compared to its growth prospects and historical P/E ratios, especially with falling interest rates reducing financing costs.
“De hecho aircap que la tenemos en el fondo la principal exposiciones posición histórica que está a tan solo ocho o nueve veces beneficios recompras e tiene contratos de media a unos 6 años vale con lo cual Pues en los próximos 2 TR años gran parte de los contratos antiguos vencerán se renovarán con otros nuevos y eso se eh irá irá reflejando.” — ▶ 20:00