Value Hive Podcast

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

Apr 18, 2025
Joining the discussion is Jeremy Raper, an expert who covered the Westinghouse Bankruptcy, a pivotal event in the nuclear sector. He shares insights on the catastrophic financial mishaps that led to Westinghouse's downfall, discussing the ripple effects on the industry. Raper also offers valuable advice on researching emerging industries, emphasizing strategic thinking and resourcefulness. With his sharp analysis, he sheds light on investment opportunities within the uranium market and hints at broader trends in sectors like aircraft leasing.
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ANECDOTE

Nuclear Plant Bankruptcy Anecdote

  • Two nuclear plants in the US caused bankruptcy for three expert companies including Westinghouse.
  • This highlights extreme risks in large infrastructure projects despite expertise.
ADVICE

Research Industries via Bankruptcy Filings

  • Read large company bankruptcy filings to gain deep industry insights.
  • These filings often provide dispassionate, comprehensive views not found in normal documents.
INSIGHT

Aircraft Leasing Investment Insight

  • The aircraft leasing industry is undervalued due to management missteps and market skepticism.
  • Changing leadership and asset sales at premiums indicate potential significant upside beyond book value.
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