This is probably the shortest post I will ever write here but I would like you to read this phenomenal shareholder letter from Maurice Gallagher, CEO of Allegiant Travel. It was published in May. https://ir.allegiantair.com/static-files/df11a0fd-eb4a-42a6-9bff-4f0fa573abf9
The transparency into operations and the relatively detailed rationale behind key investments was refreshing. Thanks for the share. I was smiling at the part mentioning the opportunistic equity raise above pre-pandemic prices in May 2021 - Allegiant was the only one to do it.
Thanks for sharing! I did enjoy it. But can you provide a little more commentary on why you found it phenomenal? Just to guide a little more on what you are looking for in these letters. Thanks!
The transparency into operations and the relatively detailed rationale behind key investments was refreshing. Thanks for the share. I was smiling at the part mentioning the opportunistic equity raise above pre-pandemic prices in May 2021 - Allegiant was the only one to do it.
Thanks for sharing! I did enjoy it. But can you provide a little more commentary on why you found it phenomenal? Just to guide a little more on what you are looking for in these letters. Thanks!