Thinknum Alternative Data
Request Demo
Thinknum Login
Questions answered using Thinknum

Fundamental Investors

How many cars has Carmax sold this week compared to the same week last year?

How is foot traffic at Chipotle changing YoY?

What are the industrial companies that are growing and hiring the most?

Quantitative Analysts

How are the number of Twitter followers a leading indicator for company performance?

How are the number of LinkedIn employees a leading indicator for company performance?

Business Inteligence

Which private companies are getting their products picked up by major retailers?

Which private healthcare companies are hiring the most?

Which tech startups are getting the largest increase in mobile app downloads?

David Einhorn bets AerCap stock will take off - three charts explain why

5 months ago by Jon Marino in Facts, News
David Einhorn [Getty Images]

David Einhorn is betting big on AerCap Holdings ($NYSE:AER), the Dublin-based plane lessor.

Einhorn said he favors airplane leasing companies, but he is bearish on rail car leasing firms, he said May 6 at the Sohn Conference in New York.

"Air traffic is expected to continue doubling every 15 years," Einhorn said during his presentation, noting that rail leasing is more cyclical. Further, he explained, aircraft tend to retain value longer into the asset's life, allowing lessors to earn more from well-maintained planes. 

Our data shows JetBlue ($NASDAQ:JBLUis one example of an air carrier that has seen attention from consumers rise over the last few years. The chart above tracks the 'were here' count: this measures how many check-ins, mobile device shares, and photo location tags are created at a business. In JetBlue's April earnings report, the airline revealed 7.9% increase in traffic year-over-year, another positive sign for both airlines and the companies that lease planes to major carriers. 

China has been a big part of AerCap's business - and of the plane leasing industry overall, for the last decade. In the image above, we see how China Eastern Airlines' ($NYSE:CEApageviews have increased over recent years - another signal of interest for consumer-facing airlines. 

Einhorn told investors at the Sohn event that AerCap is the market leader in the plane leasing space - which this chart shows. Einhorn's fund, Greenlight Capital, is up nearly 19% this year, according to recent reports - so now may not be the time to bet against the man who is also one of Wall Street's elite poker players. 

AerCap is a market leader among airplane lessors

Join the businesses who have begun to edge out competitors by scouring the web for alternative data.

Request demo
Ready for a personalized tour?

Jon Marino

Jon Marino is Thinknum's finance editor, covering the impacts of alternative data on public companies and investors. Prior to joining Thinknum, Jon worked in the ...

Request a demo

We would love to show you how Thinknum will benefit your investment process. To get started, fill out the form and we'll contact you shortly to schedule your demo.

Get Thinknum Media in your inbox

Start the day off with our Weekly Digest.