The Eye In The Sky: Copa Still On Top; Memorial Day W/E Travel Mostly Smooth
Steve Trent
May 26, 2026
Frontier, American and Copa best 1-month performers, but Frontier’s shares may be out of steam
All Reports
Latin America Airports: Rank Order Product Launch
Steve Trent
May 19, 2026
Mexico’s GAP takes the top spot, among Latin America’s airport operators
Berkshire Comes Back
Steve Trent
May 17, 2026
Berkshire Hathaway back in US airlines, after six years
The Eye In The Sky: United, LATAM Airlines And Southwest Move Up
Steve Trent
May 14, 2026
While network airlines still look better than discount carriers, we have become incrementally less negative on Southwest.
A Quick Catch Up With Azul
Steve Trent
May 12, 2026
Azul expressed optimism about the carrier’s operational recovery, its attractive strategic prospects with two major North American partners, and its reduced leverage, as the carrier prepares to re-list its ADRs in New York. (The local shares currently trade on Brazil’s B3 Stock Exchange, under the ticker AZUL4). On Tuesday, SDT Capital Advisors met with Azul Airlines. Management representatives included CEO John Rodgerson, CFO Antonio Garcia and IR Head Thais Vieira Haberli. The key takeaways were
A Fireside Chat With Embraer
Steve Trent
May 11, 2026
Embraer’s long-term growth drivers look impressive. So far, no meaningful demand impact from the war.
