| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| CRAK | ×1 | LONG | HIGH | $47.28 | Energy | Bob Jordan expects jet fuel prices to remain higher for the remainder of the year, impacting airline costs but the company plans accordingly using the forward curve and focusing on cost control. | Apr 23 | YOUTUBE | |
| LUV | ×1 | LONG | HIGH | $38.65 | Other | Southwest Airlines is experiencing strong demand, margin expansion, and earnings growth despite a $1 billion fuel headwind; the transformation is working, with stellar Q1 results and a positive Q2 forecast. | Apr 23 | YOUTUBE |