Monday, January 4, 2016

LATAM Airlines Offers A 60% Upside To Its Intrinsic Value


LFL enjoys monopolistic routes in its main regions.
Margins should expand by 450bps, thanks to the cost efficiency initiatives.
Trying to optimize yield x load factor is the best method to ensure profitability in this industry.

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Airgain: To Have A Connected World You Need Antennas

Great industry fundamentals. More things are connected to the internet using more antennas. Airgain (AIRG) has a moat thanks to the 13...