Investing Experts Chris DeMuth Jr. shares some stock picks
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.
AI Snips
Chapters
Transcript
Episode notes
Value And Event-Driven Focus
- Chris DeMuth Jr. favors value and event-driven investing focused on policy and special situations.
- He prefers international and small-cap opportunities over crowded mega-cap US tech exposure.
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.