Jason Moser
speaker
1,743 appearances
11 recordings
1 series
first heard Sep 2014
last heard 2d ago
Jason Moser’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.
Appearances
At some point, trading at 10 times earnings, maybe it's time to think about that.
I think the world has changed for them.
I don't think it'll ever be just the market
destroyer that it looked like for a few years there.
But it certainly from here looks like a market beater.
Guys, you want a bold prediction?
I keep thinking with where they are today, who's that big tech company that just seems to buy random unrelated things and make it work and like, wow, it looks genius in hindsight?
LinkedIn, all of those, Microsoft, Trade Desk would be such a great partnership.
Dan, I want to do a flyover on Southwest Airlines, ticker LUV.
It's a tough time for airlines, as we've discussed, jet fuel prices spiking, concerns about the consumer.
But Southwest in particular is interesting right now because they are changing the way they do business.
They're adopting policies like charging for bags, assigned seating, a lot of questions about what consumers think about that.
Well, they had earnings.
The good news is those changes are generating more revenue.
60% of ticket buyers upgraded from the base fare in the first quarter, up from 20% a year ago.
Cash flow, profitability both improved.
Dan, right now, there's a lot of talk about M&A all over the industry.
United, JetBlue, American, Alaska, all seem to be caught up in rumors.
I think that works well for Southwest right now because they're in a period of chaos overhauling their business.
Let's see chaos everywhere.
Showing 1041–1060 of 1,743 · page 53 of 88
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