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Navigating Airline Market Dynamics
This chapter examines the recent shifts in the airline industry, focusing on the impact of capacity constraints and market conditions on investment strategies. It advocates for a thematic investing approach that involves positioning in legacy airlines while shorting low-cost carriers, supported by a detailed analysis of industry trends and company performances. Additionally, the chapter emphasizes the significance of understanding inflection points and emerging opportunities within the market, particularly regarding technological advancements.
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