FTAI Aviation: I'm Adding To My Shares Despite It Recently Doubling

2026-03-08 22:34:38 ET

If you have been reading my content for a while, you might think that I just invest in well-known stocks. When I settle down to write, it usually starts by reflecting on big trends in the overall market, mostly because it is the big macro events or narratives that ultimately influence all stocks. It follows that my desire to create a picture is usually on a wide angle. My goal is to build my mental model of where I think stocks are going for the following weeks and sometimes months. If reality ends up at variance with that model, I hope that I am self-aware enough to adjust to that reality quickly. This is why I have set up simple rules to follow as a discipline. My approach is eclectic; I focus on growth stocks, and that takes some knowledge of the fundamentals. I pay close attention to narratives of individual stocks and how they relate to their growth prospects. I also pay attention to the larger themes regarding sectors. Finally, I use technical analysis via charting and also stock market history. By history, I mean seasonal patterns (which haven't been working lately) and how similar events influenced equity valuations in the past....

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