Originally Posted by
Barley
Seems to me they’re only positioning for a snapback in demand if that demand spike happens soon enough to cancel displacements. Beyond that we’re 30%+ smaller and losing ground to others.
The company is gonna be in the very unique position of being able to snap back even if it takes longer for demand to rebound.
A huge percentage of the list will be eligible for short courses, which is a new thing for us compared to previous cycles.