LUV - Why Elliott Might LUV Southwest Airlines

2024-06-10 12:45:00 ET

Summary

• Aerospace suppliers are better investments than airlines due to their stability and potential in the face of operational and market challenges.
• Southwest Airlines presents a short-term trading opportunity with potential for significant gains, especially with activist investor Elliott involved.
• Despite challenges, Southwest's strategic initiatives and potential changes driven by activists could unlock value and improve profitability.

Introduction

I minored in aerospace management & operations, which was a highly valuable experience, as I currently have more than 20% exposure in the aerospace & defense industry.

One of the biggest takeaways from my studies was that aerospace suppliers are better investments than airlines. ...

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