Investing Experts Chris DeMuth Jr. shares some stock picks
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Jan 12, 2026 Chris DeMuth Jr. is a seasoned value investor known for his work with Seeking Alpha's 'Sifting the World' and Rangeley Capital. He shares his top stock picks for the new year, highlighting Willis Lease and FTAI Aviation, along with the risks involved. Delving into gambling, he critiques Golden Entertainment's structure and reflects on activist investing strategies. Chris also explores intriguing sectors like psychedelics and AI, discussing their potential to transform healthcare and the job market while cautioning against the social implications of pervasive AI.
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Consider Willis Lease For Hidden Engine Value
- Consider Willis Lease (WLFC) for its valuable jet-engine portfolio and new JV-driven growth.
- Expect monetization of engine inventory and potential convergence toward larger peers like FTAI Aviation.
Use FTAI As A Comparer For Re-Rating
- Watch FTAI Aviation as a comparable, well-understood public peer for aircraft asset management.
- Use FTAI's market recognition to gauge Willis Lease's potential re-rating.
NAV Discounts And Multiple Earnings Streams
- DeMuth prioritizes asset-based NAV discounts where inventory prices are transparent.
- He values earnings upside from adjacent services like maintenance and asset management fees.