Gary Channon (Phoenix Asset Management) - Experiments In Value Investing
Far From The Finishing Post
00:00
Is Easy Jet a Good Idea?
We've assumed that adjet will take share from british airways, from air francs. Ryin air less than five % of the time it's competitor. And i wouldn't want to compute with rian ar generally, wiz retreats when they go ahead. And i see easy jet and i see them not having new low cost competitors. At, say, gawick, we have one one whiz airplane or something. We don't have rian air there. That's their franchise. So that informs us about to, we have confidence in our valuation model on if the world changes, then we'll see it. Let that's risk management for us.
Transcript
Play full episode
