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IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?

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Analysis of Delta Air's Earnings and Stock Attractiveness

This chapter analyzes Delta Air's earnings, including their operating income, free cash flow, and remuneration from American Express. The speakers also discuss the attractiveness of Delta Air's stock at its current prices and debate the durability of the company's brand.

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