Show notes
In Part 1 of this two part podcast, Jacob Rubin returns to the podcast. We start by wrapping up his prior podcast appearance on ESGC, and then we move into discussing FTAI and why he thinks the stock is dramatically undervalued and an upcoming spinoff could unlock significant value.My FTAI notes: https://twitter.com/AndrewRangeley/status/1470841498048634885?s=20Jacob's first podcast appearance: https://twitter.com/AndrewRangeley/status/1366760857590521861?s=20Jacob's research on FTAI: http://philosophycap.com/research.htmlChapters0:00 Intro2:20 ESGC follow up10:15 FTAI overview16:00 How a spinoff and eliminating K-1's could catalyze FTAI22:05 FTAI's aerospace segment32:05 The upside from FTAI's parts manufacturing36:55 Is engine leasing really a good business?45:30 Discussing FTAI's external management structure50:30 FTAI's infrastructure segment52:05 FTAI's management team54:20 More on FTAI's different infrastructure assets