FLT flight centre travel group limited

Currently listening to the webcasted company Q&A. I must say,...

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    Currently listening to the webcasted company Q&A. I must say, I'm satisfied with what I'm hearing. As far as I'm concerned, the key themes, from a value perspective are:
    • the largest and best capitalised outliving the smaller & weaker
    • market share
    • suppliers will be depending on those that can deliver volume
    • all leading to organic growth (no need to chase growth though acquisitions, which is a less efficient path to growth)
    • high quality employees will be available, especially from smaller players, going forward
    • oh and did I mention the words, market share?
    • and finally, market share.
    Last edited by MarsC: 27/08/20
 
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