
Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
Focused Compounding
00:00
Is the Airline Industry as Expensive as Other Industries?
Airlines are like literally 40 percent cheaper or something than almost any other industries I can find Maybe energy and stuff that I don't understand well enough. In purchasing it? Yeah, if I if I was managing 10 billion, I probably have like 25 percent of portfolio in five different airlines Well, well, there you know, I don't see any industry that's as attractive as the airline industry that I can tell.
Transcript
Play full episode