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Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

Focused Compounding

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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.

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