Shared on 10 Jul 25

Fair value Increased 22%

Wowsers! With today's trading update on Q2, Delta has smashed all expectations: In a time of year when many others are struggling to turn a profit, reaping the bulk of their earnings over the summer and the Holidays towards the end of the year, the guys from Atlanta achieved a whopping 2.7 cents of gross profit per available seat mile (with total revenue per ASM at 21.4 cents and total cost per ASM at 18.7 cents).

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Shared on 10 Apr 25

Fair value Decreased 8.33%

PittTheYounger made no meaningful changes to valuation assumptions.

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Shared on 12 Mar 25

Fair value Decreased 21%

PittTheYounger has decreased revenue growth from 4.0% to 2.0%, decreased future PE multiple from 14.0x to 12.0x and increased discount rate from 10.0% to 11.0%.

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