Heather Williams
Long-term horizon

Air Lease: A Disciplined Growth Company Even The Auburn Tigers Might Love

Scoping out the aircraft leasing industry and pondering the upcoming college football season, I was struck by how much Air Lease (NYSE:AL) reminded me of the recent rise of the Alabama Crimson Tide. Perhaps it is just the ticker symbol, or perhaps it's something more? Similarities I see:

  • Plucking from the upper echelon of recruits (buying new, direct from the manufacturers)
  • Playing in the hardest division for tax - USA
  • Success built around a constantly refined, consistent process

Industry Considerations

On the supply side, there are two behemoths, Airbus (OTCPK:EADSY) and Boeing (NYSE:BA), ATR, airlines themselves, and others such as financial firms who are selling aircraft. Recent comments by aircraft leasing management indicate that...

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