Chris DeMuth Jr. Shares Some Stock Picks

2026-01-12 14:30:00 ET

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Sifting the World's Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 stocks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50).

Transcript

Rena Sherbill: Chris Demuth Jr., who funnily enough, it's been exactly two years since we've had you on Investing Experts. Welcome back to the show.

Chris DeMuth Jr: It's good to be here. Thanks for having me again.

Rena Sherbill: It's great to have you. I'm sorry that we've waited so long to have you back. For a refresher, those that didn't know in the first place, you run an investing group on Seeking Alpha called Sifting the World to rave reviews for many years....

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