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  "documentTitle": "AerCap Holdings (AER)",
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  "authorName": "David Einhorn",
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      "text": "All told, in an expensive market, this appears to be a cheap stock.",
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      "text": "Management has good incentive to create shareholder value. In the ILFC deal, senior management was awarded a large batch of restricted stock units that vest in 2018 and 2019, two-thirds of which depend on performance. All told, in an expensive market, this appears to be a cheap stock.",
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      "text": "AerCap’s management team doesn’t just talk about managing the business for shareholders. In addition to running the business well, AerCap has been an aggressive buyer of its own stock at low prices. During 2011 and 2012, the company repurchased 24% of its shares outstanding at an average of less than $12 a share.",
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      "text": "We'll find the right way to deploy our shareholders' capital because in the end that's why we're all here, [is] to make sure that our shareholders get a fair risk and return from the money we deploy for them",
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      "text": "\"We'll find the right way to deploy our shareholders' capital because in the end that's why we're all here, [is] to make sure that our shareholders get a fair risk and return from the money we deploy for them\" — CEO Gus Kelly, Q2 2014 Earnings Call",
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      "text": "Source: AER Q2 2014 earnings call on August 12, 2014.",
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