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Business

AerCap Holdings: The Aviation Giant Flying Under the Radar

AerCap Holdings N.V., the world's largest aircraft lessor, is drawing renewed attention from value investors. Despite geopolitical headwinds and a cyclical reputation, its robust cash flows, industry dominance, and compelling valuation present a strong case for a rerating, as global travel demand outpaces constrained aircraft supply.

Business

Starz Entertainment: The Bull Case for a Streaming Underdog

Following a sharp post-spinoff rally and subsequent pullback, Starz Entertainment (STRZ) is drawing value investors with its deep discount, niche content strategy, and a restructuring plan aimed at sustainable cash flow. Activist stakes and potential M&A add further intrigue to the story.

Business

Brown & Brown Faces Talent Exodus and Legal Turmoil Amid Stock Slump

Insurance brokerage giant Brown & Brown is grappling with a significant talent drain to a rival, launching legal action to stem the flow, while also mourning the loss of its top lawyer. These challenges unfold against a backdrop of a sharply declining share price, raising questions about the firm's near-term stability and strategic direction.