My Info I found some time today and sure, I'm willing to share my thesis. I put a lot of effort into this and would appreciate a viewpoint on your thesis too. Here is explanation of why I think SCI is more reliable and why it ties in with their business model. Some background in the

$FTAI - I agree w/ Jeff and believe this is an extremely bullish statement. CEO used his entire $14mm Lifetime Exemption, incurring no gift tax, to transfer 116K shares to his wife's trust. He could have transferred Fortres HF points, carried interest, etc etc but he chose this

Pitch of the Day: Sable Offshore $SOC by Tourlite Capital Management Jeff Cherkin M/cap: $2.3b forward P/E: x13.3 Since our last letter, Sable, an exploration and production (E&P) company, has made substantial progress in restarting operations at the Santa Ynez Unit, an

$FIP is approaching a similar fundamental inflection that marked the start of $FTAI's run two years ago

$TDG Currently trades at 25.9x LTM EBITDA and at Citi target of $1795 its 28.7x - growing revs at 13% $FTAI trades at 13.4x EBITDA - growing revs at 40% FTAI is extremely cheap and headed back to ATH of $180 in the next 12 months - PMA approval, SCI ramp, Rome

Sounds positive for all rail assets and Transtar is $FIP's key asset. "BNSF hires Goldman, CSX seeks bankers as Union Pacific sparks rail M&A race, sources say" reuters.com/legal/transact…

It's been messy journey since we bought $FTAI post the short report in January and pitched it on CNBC, but it shows that over the longer run the market is still in fact a weighing machine. The earnings, cash flows and a much better entry point thanks to the shorts won out.

Wesley LePatner was a loving wife, devoted mom, beloved daughter, and a generous leader in our city's business world, civic life, and Jewish community. Speaking to her husband, parents, and brother at shiva today, I could see she put her whole heart into everything she did.

Great overview on $FIP at an investor conference today in Chicago wsw.com/webcast/threep…

Big news for $FIP. The recently approved Phase 3 permits at Repauno could add $100M in EBITDA in 2 years. The asset would go from losing money to generating ~$190M EBITDA, making it potentially FIP’s most valuable asset

Well said on $FIP and Repauno