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Steven Trent
STT Capital Advisors (aviation & aerospace research; whisper garbles 'S.T.T.'/'S.D.T.')
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Reacting to United's Q2 beat/narrowed guidance: network carriers' premium-cabin and co-branded-card 'de-risking strategy... is a big deal and it's tangible' (@60:44), with United trailing-12-month cash flow up 361% vs 2021; the condition: 'so long as the equity market continues to do reasonably well that segment of society is going to continue to spend' (@62:57).
“And as long as that holds up and that spending holds up I think the big three can continue down this path.”
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