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@lspiegel I am also looking at Jet, Air India, and soon to be Spicejet but for different reasons. As industry consolidates, who will end up on top? There will always need to be airlines, my thinking is that indigo might the best placed to take advantage of it. On the other hand, you right...

@elijahangel Actually, reading the responses, I probably won't. Even if I will, it'll be something that I can afford to lose. I might do some additional analysis of their financial statements for the sake of learning and then move on.

@heliumskylark He didn't exit. He just brought it below 9.99% to avoid regulatory requirements. For all we know he may be wheeling and dealing to buyout an entire airline. I don't care either way. What I would like to know was what was his rationale behind picking up the Delta stake in the first...

@heliumskylark Then why do people ever invest in this? Surely somebody sees something? Every airline millionaire is an ex-billionaire?

@resjudicata I understand that its a difficult industry with low returns vs risk but what I don't understand is that how are promoters making money? Surely they can wind up and move to a lower risk industry? What is their motivation? Why did Buffet after being so dead against airlines decide to...

@sakranomoko In an ideal situation, I would like to do a fundamental analysis to understand what price I would be comfortable buying. But I am not there yet, still studying on how to read financial statements. I am assuming that once the whole COVID thing goes away, flying and profitability...

@robert12 Yeah, the whole crash and burn thing told me that nobody has any idea on how to value this, its just like tulips

Pros Market leader in India, only airline which has been continuously profitable It had quite large cash reserves before the crisis to allow it to ride this out Indian airline will most definitely continue to grow in long term Current crisis could shutter competitors like Spicejet which were...