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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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Carriage House's Will Cleary on $FTAI
FTAI’s vertical integration turned CFM56 module swaps from zero in 2020 into a $2B business with 10% share today, indicating value beyond the engine shortage.Swapping a module cuts a four-to-six-month, $7M shop visit to 2–3 weeks and $4.5M, while the $6B SCI could lock in roughly 25% module growth in 2027.SCI’s off-balance-sheet structure and FTAI Power’s unproven 2027 turbine target remain watchpoints.