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Carriage House's Will Cleary on $FTAI

The host introduces Will Clary from Carriage House Fund, highlighting his expertise in concentrated value investing. They plan to discuss FTAI, noting its cult following and short interest. The host also promotes an upcoming webinar with AlphaSense on media and communication topics.

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FTAINeutralLow ConvictionSignal-backedPrimary

FTAI is discussed as a company with a cult following and short interest, with the guest having done significant work on it.

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