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Which podcasts are discussing AAL?
11 ATTRIBUTED IDEAS · 8 EPISODES · 6 SHOWS
The shows
Barron's Streetwise
Marketplace
Bloomberg Surveillance
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Yet Another Value Podcast
Where the discussion went deepest
20 FEB20 FEBYET ANOTHER VALUE PODCAST · 13:45
Airlines: Scale and cost drive profitability, US legacies dominate
“The guest argued that airline profitability is driven by scale advantages for network density and being the low-cost player, but in the US, legacies have used basic economy fares to crush low-cost competitors.”
Flying through the Volaris thesis with Antipodes' Phillip Namara · with Antipodes' Phillip Namara
Core thesis · 5/5Verify in source →
27 JUL2W AGOMARKETPLACE · 10:39
AI contrail management offers low-cost climate solution
“Airlines can significantly reduce aviation's climate impact by using AI-based flight re-routing to prevent warming contrail formation at a fraction of the cost of sustainable aviation fuels.”
TPS cuts will tear through the labor market
In depth · 4/5Verify in source →
18 JUN18 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Airlines struggle to yield long-term investor returns
“Structural industry headwinds - such as commodity product pricing, high fixed costs, fuel volatility, and susceptibility to exogenous shocks - make airlines historically bad capital allocators.”
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
In depth · 4/5Verify in source →
8 MAY8 MAYBARRON'S STREETWISE · 8:00
Industry shift towards premium and loyalty revenue
“The discussion highlighted a broad industry trend where airlines are adding premium seats, fees, and expanding loyalty programs to boost margins, moving away from the pure low-cost model.”
The Future of Discount Flying
In depth · 4/5Verify in source →
30 JUN30 JUNWSJ WHAT'S NEWS · 12:20
Airlines lose revenue on seat certification delays
“Major global airlines are losing lucrative premium passenger revenue due to regulatory certification bottlenecks on newly designed business class suites.”
U.S. Stocks Set To Close Out Blockbuster Quarter
Substantive discussion · 3/5Verify in source →
8 MAY8 MAYBARRON'S STREETWISE · 01:15
American as a deep-value, high-volatility bet
“The guest argued American Airlines is one of the cheapest airlines, trading at half the valuation of Delta, but carries more debt and controversy.”
The Future of Discount Flying
Substantive discussion · 3/5Verify in source →
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