Mario Cibelli - Seeing Value in SMID
The Business Brew
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The Undelitable App
I think that they're coming into a stride. incremental bookings on top of their overhead is going to start converting at a very, very attractive rate. And the tide has gone out on cheap capital. So the gravity has been restored and people are no longer able to fly. Do I think this is a company that should not be on a diet? No. I think they could do better for their shareholders. They've done a great job running the business. By the way, I got to say this thing that they did with upfront fares and trip radar, that is going to make this business even harder for others to get to where they are. I really believe that.
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