Calls
6
#1066
Alpha Score 49.4
Tom Fitzgerald
TD Cowen
Win Rate
66.7%
return
+6.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 28
$89.50
+21.7%
The airline industry is gentrifying with healthier fundamentals, credit card programs, deleveraging, and rational capacity. Delta and United are ahead of the group and offer longer-term upside for investors.
Airlines
Short
Mar 10
$43.02
+5.7%
"American Airlines or Jetblue or Alaska. All three of those airlines have more sensitivity in their model to fuel prices for various reasons." These airlines lack adequate fuel hedges or physical refinery assets, making their profit margins highly vulnerable to the current spike in oil prices. SHORT because their unhedged exposure to rising fuel costs will severely compress margins and earnings. A rapid end to the Middle East conflict causing oil prices to crash would disproportionately benefit these unhedged airlines.
"American Airlines or Jetblue or Alaska. All three of those airlines have more sensitivity in their model to fuel prices for various reasons." These airlines lack adequate fuel hedges or physical refinery assets, making their profit margins highly vulnerable to the current spike in oil prices. SHORT because their unhedged exposure to rising fuel costs will severely compress margins and earnings. A rapid end to the Middle East conflict causing oil prices to crash would disproportionately benefit these unhedged airlines.
Airlines
Short
Mar 10
$4.40
+0.5%
"American Airlines or Jetblue or Alaska. All three of those airlines have more sensitivity in their model to fuel prices for various reasons." These airlines lack adequate fuel hedges or physical refinery assets, making their profit margins highly vulnerable to the current spike in oil prices. SHORT because their unhedged exposure to rising fuel costs will severely compress margins and earnings. A rapid end to the Middle East conflict causing oil prices to crash would disproportionately benefit these unhedged airlines.
"American Airlines or Jetblue or Alaska. All three of those airlines have more sensitivity in their model to fuel prices for various reasons." These airlines lack adequate fuel hedges or physical refinery assets, making their profit margins highly vulnerable to the current spike in oil prices. SHORT because their unhedged exposure to rising fuel costs will severely compress margins and earnings. A rapid end to the Middle East conflict causing oil prices to crash would disproportionately benefit these unhedged airlines.
Airlines
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Tom Fitzgerald has 6 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #1066 on the Buzzberg Alpha leaderboard. Most covered: DAL, UAL, AAL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
