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Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

Focused Compounding

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Do Airlines Have Pricing Power?

Do you think airlines have pricing power, right? Because to some point, if you got to find a plane, and you need to get somewhere, you're going to pay for it. Do you think there's like the perfect amount of competition that keeps prices from being multiples of where they currently are at? How do you think about that? No, I mean, I think if the United States built a lot more airports and had a whole different system and didn't have what originally had, a lot more people would fly and the flights would be cheaper.

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