Americans are Flying, Airline Stocks are Not

2024-07-08

(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 stock...

(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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