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Alfred Bijlsma
@BijlsmaJoost
Long/Short. I win. Leverage is good, dutch is better. I don´t like lazy/weak people. One day I´ll be a poet.
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Jan 3, 2020
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11 tweets
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4 min read
1.
I´ve decided to sell my entire Rockrose position.I bought Aercap instead where now I hold a big position in my portfolio
$AER is a great business that Mr. Market cant value properly with a lot of upside
But first,I wanna thank my friend
@financialsigma
who told me this idea
2.
Well Aercap is a great business, they lease planes to airlines
It has been flat since 2014, market cannot understand it but I can cause I think long-term. On 2040 it will be worth more.
Besides Im humble wich makes me a better analyst.