Substack Write Up (Not Promotion) - https://open.substack.com/pub/valuehunt1/p/global-crossing-airlines-jetmf-americas?r=1xgtcp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Legal Disclaimer: Not Financial Advice
The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.
Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.
Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.
Time Stamps:
00:00 Intro
01:36 Why join JET?
04:43 ACMI charter demand and recession
06:30 Exposure to Interest Rates
08:10 Maintenance Capex
10:10 Unscheduled Maintenance
11:00 Pilot Shortage
12:26 Incentives
15:50 Pricing Power
17:42 Acquiring vs Leasing
19:34 EBITDA vs ROCE
21:21 Going Private?
22:40 Best Competitor
24:23 Acquisition Multiples
25:18 What do you model after?
27:16 White Space
29:23 Largest Competitor went Bankrupt
31:00 Customer Journey
32:46 Fleet Expansion vs Blocked Hours
34:30 Mature EBITDA margins
35:20 Working Capital Management
37:38 Inflection in Profitability
40:00 Mistakes as an Exec
41:40 How does it feel to be public?
43:20 Which competitor would you invest in?
44:00 What motivates you?
45:26 Fears
46:10 Role Models
47:40 Hobbies
48:40 Stock Price
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