Americans are Flying, Airline Stocks are Not
July 4th weekend saw record travel in the air and on the roads, but airline stocks are still struggling.
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Show Notes
(00:21) Asit Sharma and Dylan Lewis discuss:
- How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand.
- Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.
(14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.
Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF
Host: Dylan Lewis
Guests: Asit Sharma, Kirsten Guerra, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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