Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

And we're talking energy. And today we're talking tech.

Let's dive in.

Welcome to Industry Focus, I'm Nick Seideple.

This week I'm joined by Motley Fool Canada advisor Jim Gillies to break down

Aircap earnings and share his thoughts on Warren Buffett's annual letter

to Berkshire Hathaway shareholders released over the weekend.

Jim welcome back on the podcast.

Thanks, Nick.

Glad to be here.

Yeah, great to have you back on the show.

You're a value investor, Jim.

Value is coming back this year in 2021. How do you feel?

Yeah, that's the rumor. I'm the I'm the least exciting investor at the party most days,

but occasionally I have my moments and it looks like the last week or two weeks.

Yeah, I'm having a pretty decent year, but you know, that's...

I planted those seeds a few years ago, I'll put it that way in a lot of cases.

Don't call it a comeback. That's all I'm trying to say. So I mentioned off the top we're going to talk

about air cap holdings. That's a company that can clearly think as a value stock.

And we maybe will talk about that here in a little bit.

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