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:
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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