Exploring the impacts of fluctuating airfares on consumer behavior and the complexities faced by the airline industry, including factors like fixed costs, labor costs, and consumer preferences. The chapter highlights strategies used by airlines, with Delta emerging as a standout success through its customer service focus and revenue strategy, leading to better margins and a competitive edge.
(00:21) Asit Sharma and Dylan Lewis discuss:
- How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand.
- Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.
(14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.
Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF
Host: Dylan Lewis
Guests: Asit Sharma, Kirsten Guerra, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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