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Posted by
Two Blokes May 26 -
Filed in
Stock
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3 views
The bull case for AerSale rested on a legacy business supporting valuation and AerAware driving growth — but that bull case hasn't played out. Valuation looks reasonable on a mid-cycle basis, but past SPAC deals and long-term performance suggest the market may be right to assign a discount. AerSale has overpromised and underdelivered on AerAware; after several years, it's possible the product simply won't find acceptance.
