Nov. 17 at 3:21 PM
$FTAI will likely form a base before it starts to move up. Market does not appreciate FTAI’s growth story.
Moreno will become CEO before too long. Within the next two years.
They have done a lot but there is a lot to do. Plenty of stuff to improve.
They are starting to refine their acquisition strategy. They need to build up segment teams. When you see a head in MRO, material, leading that is a sign they are maturing. Probably when Moreno becomes CEO.
If it were my company that is what I would do. Joe would be Chairman of course.
