Barbarian Capital on X
"was responsible for 60% of passengers" American Airlines Is the Worst for Bumping Passengers. Now It Says It Will Stop. $AAL https://t.co/OHOufp53sL
NASDAQ
American Airlines Group Inc.
AAL
4 stories
$8.3B Market cap · 2026-10-14
Ian Bezek on X
@taobanker So they can reissue them at fire sale prices in the future to avoid bankruptcy. See American Airlines, circa 2015. $AAL https://t.co/mEfrPFACcY
Ian Bezek on X
@WaterworldCapi1 $jets Bad industry, oil might go up again, consumer spending may roll over, and the new "capacity discipline" is more lucky accident than strategic. Somebody, probably $aal will start dumping capacity on routes again and margins back to zero
Ian Bezek on X
@valuedrift American $AAL whiffed earnings too.
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