Episode Details
| Title | Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic |
|---|---|
| Date | 7/11/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $DAL - Delta is seen as a leading airline in the US, known for outperforming others on margin.
- “Delta is always kind of, we talked about Singapore Airlines being the gold standard for Delta in some ways is that way in the US...they're kind of known for always, you know, beating everybody else on margin, at least the big guys.” - Jay (0:00)
- 🟢 $LUV - 🔒
- 🟢 $AER - 🔒
- 🟢 $ALK - 🔒
- 🟢 $UAL - 🔒