Alfred Bijlsma Profile picture
Long/Short. I win. Leverage is good, dutch is better. I don´t like lazy/weak people. One day I´ll be a poet.
Jan 3, 2020 11 tweets 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.