Risky business: Investing in troubled companies
Capital Ideas Podcast
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Investing Through Crisis: Insights from the Pandemic
This chapter examines the challenges and opportunities in the travel sector during the COVID-19 pandemic, focusing on airlines, cruise lines, and the aerospace industry. The speaker shares their experiences with investment strategies, analyzing the financial resilience of cruise companies and the contrasting fates of legacy versus low-cost airlines. Through a detailed exploration of capital structures and market dynamics, the chapter underscores the importance of understanding industry fluctuations while navigating investment risks in distressed sectors.
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