airlines
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 2, 2020 by Mark Baumgartner · across every show →
Everything said about airlines, oldest first
Apr 2, 2020 bullish
Baumgartner: Travel and airline strategies offer double their pre-crisis expected return
“There are opportunities, especially in travel and leisure sector. It's been very, very affected. And in airlines, I There are some interesting strategies that probably have double the expected return that they had back in February, possibly double the expected…”
Aug 5, 2021 bullish
Lewinsohn: Diameter bought travel-sector distress in 2020 after sitting out 2017–2019
“And so that's why in a year like 2020, where there was sadly for the world, a lot of distressed, we got very involved in rental car companies and airlines and cruise lines. But for most of 1718, 19, we were just involved in a few situations on the sidelines an…”