TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
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You're listening to TIP. Daniel, you've done it again. You got me looking at an industry that I don't want to look at. It's something Buffett would not approve. So you need to explain yourself.
Why are we looking at an airline today? You know, I'm the value guy. I gotta do it because I know you won't. And Buffett actually keeps buying airlines, so I feel pretty good with, you know, him having my bag. I just never fully understood why though.
It's so well documented that airlines are just historically bad businesses and yet Buffett can't stop buying them. Well, not all of them are that bad, right? I mean there are these airlines, actually in all of those industries, they are outliers that are best in class operators. And I do think I found one, so I thought, you know, I gotta pitch it. Hi, well I'm intrigued.
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