Yahoo Finance·2026-02-09 15:42Core Insights - The discussion focused on investment opportunities in FTAI Aviation Ltd. and CRH plc, highlighting the appeal of SunOpta Inc. and the significance of good governance in public companies [1]. Group 1: Company Insights - FTAI Aviation Ltd. is identified as a potential investment opportunity [1]. - CRH plc is also mentioned as a company of interest for investment [1]. - SunOpta Inc. is favored for its investment potential due to its business model and market position [1]. Group 2: Investment Philosophy - Cruiser Capital Advisors employs a value-based approach to identify public companies trading at significant discounts to their private market values [4]. - The firm focuses on high-quality management teams and turnaround opportunities in underperforming businesses [4]. - Cruiser Capital engages in constructive dialogue with companies and may act as activist investors when necessary [4]. Group 3: Leadership Background - Keith Rosenbloom has over 25 years of investment experience, emphasizing traditional value-oriented private equity techniques [3]. - Prior to founding Cruiser Capital, Rosenbloom co-founded CARE Capital Group, focusing on hedge funds and alternative investments [3]. - Rosenbloom's educational background includes graduating cum laude from Yale University [3].