Over the last few months, I’ve been looking at airlines, underappreciated (for the right reasons) due to a structurally unattractive business model and high economic sensitivity - with oil prices at the current levels, despite sluggish demand forecasts (hence with a potential to rip higher), owning an airline seems ridiculous at best.
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High level thoughts on airlines, Volaris…
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Over the last few months, I’ve been looking at airlines, underappreciated (for the right reasons) due to a structurally unattractive business model and high economic sensitivity - with oil prices at the current levels, despite sluggish demand forecasts (hence with a potential to rip higher), owning an airline seems ridiculous at best.