Jeremy Raper
Investor and aviation-leasing specialist who led an activist-style investment in aviation lessor Ovation (AVAP), with experience sourcing and executing block purchases and operational value-extraction.
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Jan 23, 2026 • 31min
Avation Post-Mortem with Jeremy Raper $AVAP
Jeremy Raper, an investor and aviation-leasing specialist who led an activist-style campaign in Ovation (AVAP). He recounts sourcing a 20% block via Twitter, buying at deep discounts to tangible book, and leveraging a large stake to negotiate with stakeholders. He also discusses the operational grind of activist work and the complexities of exiting as aircraft values rose.
