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Motley Fool Hidden Gems Investing

From The Frozen Tundra To The Beach

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 4 December 2023

⏱️ 31 minutes

🧾️ Download transcript

Summary

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next. Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY Claim your dividend stocks here: www.fool.com/dividends Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Two state-named airlines, one big merger.

0:05.0

Motley Full Money. I'm Deja Woolard here with Motley Full Money. I'm Deedia Woolard here with Motley Full analyst

0:24.5

Jason Moser. Jason how's it going today? Hey Deedre doing well how about yourself?

0:28.6

Doing well so yesterday afternoon was all of a sudden a go to your computer moment for me because a big

0:37.1

merger in the airline world was announced yesterday.

0:40.3

They had a conference call and everything so Alaska Airlines and Hawaiian Airlines

0:44.6

they're combining in a deal worth around 1.9 billion you know the first thing that

0:49.6

came to my mind was wait a second we've already got a deal going on with JetBlue and Spirit, and they're

0:56.2

fighting the DOJ. Is this one going to happen?

1:01.1

Well, yeah, that's a good observation. I mean, JetBlue and Spirit. going to this

1:04.0

happen well yeah that's a good observation I mean jet blue and spirit that definitely is not a done

1:06.1

deal to this point right still in court I think just wrapping that up I do think

1:11.8

I feel like the jet blue and the spirit that it could have an impact on this deal.

1:18.2

I don't think it will though and the main reason why I think the Jet Bull in the Spirit deal there's

1:23.3

certainly a greater there's greater implications on the value focused

1:28.2

consumer where that deal is concerned I think right those are two airlines that are

1:31.2

very clearly focused on the value consumer, which is great.

1:34.0

You know, you want that, you want that market that can scratch every inch, so to speak.

1:39.0

So I think from that perspective, these deals are different enough right Alaska and Hawaiian aren't necessarily as focused on that value

1:48.4

oriented customer as they are about the geography of the locations that they serve and those locations are unique.

1:57.0

I don't know that it's necessarily something that impacts that value focused consumer as much. So I think from that perspective they're

2:04.6

different enough. I feel like this deal probably has a better chance of going

...

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