Insightful take on airline equities and overall commentary on Delta. I think a myriad of factors will likely impact equity prices and airline valuations in the coming years. Specifically, the rise of technology, fuel prices, changes in regulation, and the overall economic recovery from Covid. Consumer confidence will likely play a heavy role on travel demand also. With shaky capital markets and fluctuating interest rates, the longer-term impacts remain to be seen. Nice work on this.
Insightful take on airline equities and overall commentary on Delta. I think a myriad of factors will likely impact equity prices and airline valuations in the coming years. Specifically, the rise of technology, fuel prices, changes in regulation, and the overall economic recovery from Covid. Consumer confidence will likely play a heavy role on travel demand also. With shaky capital markets and fluctuating interest rates, the longer-term impacts remain to be seen. Nice work on this.
I agree with your assessment on Delta and might consider a larger position