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Which podcasts are discussing DAL?
31 ATTRIBUTED IDEAS · 24 EPISODES · 9 SHOWS
The shows
CNBC Fast Money
Barron's Streetwise
The Compound and Friends
Motley Fool Money
Bloomberg Surveillance
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Marketplace
Yet Another Value Podcast
Where the discussion went deepest
26 JUN26 JUNBARRON'S STREETWISE · 00:15
Delta transforms from commodity to premium cash generator
“Delta Air Lines CEO Ed Bastian argued that the company has transformed its business model from a low-cost commodity into a high-margin, premium-focused experience with strong pricing power and massive free cash flow generation.”
Flights and Tights: Delta CEO Ed Bastian and a Look at Lululemon.
Core thesis · 5/5Verify in source →
8 MAY8 MAYBARRON'S STREETWISE · 25:00
Delta and United as new 'blue-chip' airlines
“The case was made that major carriers like Delta and United have structurally transformed into more reliable, cash-generating businesses, moving beyond their historical reputation as investment punchlines.”
The Future of Discount Flying
Core thesis · 5/5Verify in source →
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 →
15 JUL15 JULCNBC FAST MONEY · 00:00
United Airlines seen maintaining pricing power
“The bullish argument presented for United Airlines is that rising unit efficiency and corporate travel demand allow it to pass on elevated jet fuel costs and beat conservative guidance.”
Apple’s Alibaba Partnership… And Making Sense of Market Volatility 7/15/26 · with Alibaba
In depth · 4/5Verify in source →
13 JUL13 JULBLOOMBERG SURVEILLANCE · 17:48
Delta leverages premium travel to offset fuel
“Delta CEO Ed Bastian argued that premium cabin demand and disciplined capacity management allow legacy airlines with strong moats to maintain margins despite elevated jet fuel costs.”
Bloomberg Surveillance TV: July 13th, 2026
In depth · 4/5Verify in source →
10 JUL10 JULCNBC FAST MONEY · 00:30
Delta passes jet fuel inflation to consumers
“Delta Airlines' strong pricing power and robust high-income consumer demand allow it to fully offset $4 billion in rising fuel costs and maintain earnings guidance.”
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
In depth · 4/5Verify in source →
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