Ftai Finance Holdco Ltd. (FTAI)

Industrial stocks were a bag of mixed fortunes in 2025. While some delivered impressive returns, others were on edge as they capitulated under the weight of US trade war and tariffs.

We came across a bullish thesis on FTAI Aviation Ltd. on Bullseye Picks’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on FTAI.

Crossroads Capital LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Operator: Good day, and thank you for standing by. Welcome to the FTAI Aviation Third Quarter 2025 Earnings Conference Call.

Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that he likes FTAI.

Jeff Richards, Notable Capital managing partner, said in a recent program on CNBC that the current AI boom is different from the dotcom bubble because there is no slowdown in demand and the CapEX is being...

We came across a bullish thesis on FTAI Aviation Ltd. on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on FTAI.

Crossroads Capital LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.