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WTSHF - Talking Special Situations With Jeremy Raper
Westshore Terminals Investment Corp
Jeremy Raper of Raper Capital contributes to Seeking Alpha but also is a well-known independent analyst within the small-cap value / special-situations world. He does detailed bottom-up fundamental analysis. What stands out in this interview is his attention to detail and immersion in these company's financials. Often his ideas are event driven or they can be classified as a special situation.
The first idea I ask him about is Aerocap (AER). I think that's a great start because it's one of his ideas that is more tied to the health of the general