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Which podcasts are discussing UAL?
19 ATTRIBUTED IDEAS · 15 EPISODES · 9 SHOWS
The shows
Barron's Streetwise
CNBC Fast Money
Bloomberg Surveillance
Marketplace
Motley Fool Money
We Study Billionaires - The Investors Podcast Network
The Compound and Friends
WSJ What's News
Yet Another Value Podcast
Where the discussion went deepest
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 →
16 JUL4W AGOBLOOMBERG SURVEILLANCE · 07:34
United raises guidance amid resilient travel demand
“United Airlines raised its full-year outlook as robust corporate and consumer demand helped offset a massive $6 billion increase in fuel costs.”
Bloomberg Surveillance TV: July 16th, 2026
In depth · 4/5Verify 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 →
25 JUN25 JUNCNBC FAST MONEY · 02:22
Airlines re-rate higher on margins and oil drop
“Airlines are experiencing a fundamental re-rating driven by durable mid-teens margin expectations and lower crude oil input costs, positioning industry leaders for continued upside.”
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
In depth · 4/5Verify in source →
18 JUN18 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Copa Airlines: high-margin Latin American outlier
“The bull case for Copa Airlines centers on its status as the most profitable carrier in the Americas, boasting structural cost advantages and trading at an attractive valuation relative to less profitable US peers.”
TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
In depth · 4/5Verify in source →
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