Buffets update on Saturday contained information on his complete change of thinking on the airline industry.
He acknowledges it had nothing to do with the great management or busineses’ themselves but more about now wanting any exposure to that industry.
How long before our fundies follow suit? I expect the start of the rerate to begin this week.
10x
https://www.google.com.au/amp/s/www.axios.com/coronavirus-warren-buffett-airlines-bb759942-2150-4c91-b3a8-bbf2c5e5b733.html
Ann: Sydney Airport Traffic Performance February 2020, page-189
-
- There are more pages in this discussion • 57 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)