Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Focused Compounding
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Analyzing Financial Performance of Southwest Airlines Post-COVID
The chapter dives into Southwest Airlines' financial performance post-COVID, examining operating profits pre and post the pandemic. It explores the impact of various factors like input costs, bailouts, demand changes, equity dilution, and debt burdens on airlines, questioning their ability to return to profitable revenue levels. The analysis extends to discussing airline stocks, evaluating stock chart trends, price expectations, margin inquiries, credit perspectives, and metrics like EBIT multiples to gauge potential value and attractiveness.
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