Substack newsletter feed (https://kairosresearch.substack.com/feed)
Total Ideas
1
With Returns
1
Equal-Weighted Return
+5.64%

"Key information Ticker: Share price: $175 Investment type: Growth at reasonable price EV/EBITDA: 16x Estimated 2 year upside: 16% - 97% I recently took a 5% position in FTAI Aviation. Admittedly, I am late to the party on this one, and some people may be wondering why I bought near all-time highs. I..."
Why I took a position