FTAI Aviation (FTAI) Short Report
A quick note that shares of FTAI Aviation (FTAI) are giving back their recent strength after Muddy Watters issued a short report. I have not had time yet to read the entire report but believe that, as is the standard playbook, it likely makes some decent points that management could address regarding communication and accounting methods but probably grossly overstates the situation and that there is no fraud or gross misrepresentation of the business. Link to the report is here. No change in rating, continuing to hold as this selloff is likely overdone. HOLD HALF
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