Flying at Bus Prices: Volaris (VLRS) and the Airline Knife-Edge - QAV AMERICA 35
Автор: QAV Value Investing
Загружено: 2026-01-15
Просмотров: 34
Описание: In this episode, Cameron and Tony range from bushfires in Australia to political pressure on the US Federal Reserve, before digging into portfolio performance and a detailed QAV-style teardown of Mexican ultra-low-cost airline Volaris (VLRS). They unpack why airlines keep showing up on the QAV America buy list, how VLRS built a Ryanair-style model aimed at converting long-haul bus travellers into flyers, and why the Pratt & Whitney GTF engine recall temporarily derailed the business. The discussion balances strong operating cash flow and a seasoned low-cost airline playbook against razor-thin margins, fuel price sensitivity, and the ever-present risks of airline investing.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
