Originally Posted by
MasterOfPuppets
Those answers weren't incompetent. Just because you don't hear what you want to hear doesn't mean they are incompetent. Wall streets big picture is 10 years ago until tomorrow. United's big picture is yesterday to 10 years in the future......finally!
Kirby told Hunter that he is not going to change his projected numbers just to appease him. Thats shocking to an investor, to me it means we are still confident in or numbers, you just need to be patient.
This is great news for us it means we are not going to be flying airplanes for wall street. The United investors are still making money just not as much money as the guys they play golf with who are invested with DL.
Just based off the confidence of Kirby and Munoz as to our numbers and business plan, enough confidence to tell wall street to pack sand 2 calls in a row, I would say United is a strong buy. And is up this morning.
I read the transcript and couldn't agree more. For 20 years every management weenie, when questioned why we weren't doing well, would publicly make the weakest excuses you have ever heard. It was never "their" fault.
Sounded like Oscar and Kirby were "owning" the current situation. Bravo. I have been wishing I worked for such leaders the whole time I have been here. I had to wait almost 20 years, but hopefully the A team is in charge. Finally.