We came across a bullish thesis on Willis Lease Finance Corporation (WLFC) on Substack by LTValue. In this article, we will summarize the bulls’ thesis on WLFC. Willis Lease Finance Corporation ...

Today, service businesses represent about 15% of WLFC’s revenue, he says. “I’d like it to be 50/50 because we get tremendous tax coverage by virtue of all of the engines that we buy ...