Chris McIntyre, founder of McIntyre partnerships, discusses his investment thesis for Garrett Motion (GTX). GTX just emerged from bankruptcy after filing in 2020, and Chris thinks the stock is significantly too cheap. He walks through how Garrett's near term projections are significantly understated, how minority shareholders are aligned with the new controlling shareholders, and why the company is likely to "melt" at a much slower rate than the market is pricing in.Chris's GTX website: gtxisacheapstock.comChapters0:00 Intro1:25 Garrett Background8:40 Why Garrett is better than your average auto-supplier11:15 Why wasn't the bankruptcy auction more robust?16:15 Why Garrett filed for bankruptcy25:55 Risk from Garrett's controlling shareholders32:30 Garrett's management team36:00 Garrett's valuation and prefs versus common43:25 Why Chris thinks Garrett can far exceed their bankruptcy projections52:10 Medium to longer term capital allocation at Garrett56:35 Garrett's melting ice cube1:01:30 Closing Thoughts