High level thoughts on airlines, Volaris (VLRS) and pair trades
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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.
High level thoughts on airlines, Volaris (VLRS) and pair trades
High level thoughts on airlines, Volaris…
High level thoughts on airlines, Volaris (VLRS) and pair trades
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.