Call me a sucker, but I’m tentatively a believer. With both stocks priced at under 10x trailing earnings (and 11x forward earnings assuming 1%-2% guided margin compression in 2017 at DAL), the market is skeptical about margin sustainability. Given the industry’s ignominious legacy of undisciplined competition, where the dumbest competitor has historically set the price […]
Tag Archives: UAL
[IAC] IAC
IAC update: part 1
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
Continue reading →[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
Continue reading →[PYPL] Paypal
PayPal tries again (and again)
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
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Continue reading →[UPWK] Upwork
Does Upwork have a future?
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
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