RE:RE:Insider PositioningThx bogift. According to their website, with 16.5 Billion under management, Castlelake is diversified beyond aviation: "Castlelake specializes in discovering and pursuing complex, small to mid-size, asset-based opportunities in industries impacted by changing fundamentals or that have fewer natural buyers. We focus on investments in alternative assets, sub-performing loans, specialty finance and special situations, and are an experienced leader in aircraft ownership and servicing." https://www.castlelake.com/investment-strategies.html
Any other thoughts about NCU and why it is or is not worth investing in?