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-   -   Will Buffett buy AA or SWA? (https://www.airlinepilotforums.com/major/100186-will-buffett-buy-aa-swa.html)

CoefficientX 02-23-2017 02:41 PM
Originally Posted by DrJekyll MrHyde (Post 2307141)
86 years old, I was just thinking the same thing. His "long game" can't be as long as it once was, he hasn't much time left. Sometimes it makes you wonder if these old investors will take one final swing for the fence!
Having flown the corporate jet of one of these old investors I can tell you I highly doubt he'd make a swing for the fences. Guys like Buffet and the gentleman I worked for figured out a formula for success a long time ago and they tend to stick to it. For them it's not about amassing money. My guess is Buffett spent his entire life building and reinforcing his reputation, the last thing he wants to do is tarnish it with a swing for the fence.

MelT 02-23-2017 05:20 PM
Originally Posted by Macjet (Post 2306972)
Agreed. This happened at NetJets and I didn't see it as a positive. A BK A share is $100,000+ each. BK investors want their 6% return. Now. Tomorrow. And forever. 5.9% won't cut it. So, that means you will work more, harder, for less, and with less. Suck it up buttercup, perform for uncle Warren.
Well, $254,900 at close today, but who would quibble over $150K!:)

727C47 02-24-2017 03:38 AM
Originally Posted by adebord (Post 2307018)
That's not how Berkshire works.

Ichan was an LBO flipper. Buffett buys and holds forever. He buys companies that he think can produce a small stable check forever. It would be great for an airline as opposed to current management which focuses on the next quarterly report.
He has been good to , and for Netjets, it was a combination of the crash, and Bernie Madoff , that smacked NJ good back in '08.

mooneymite 02-24-2017 08:39 AM
BK will go for Delta.

Buffet obviously liked what Grinstein did to BNSF. I suspect he thinks Grinstein's faux-bankruptcy at Delta was a great feat.

Delta stock has stalled at the $50 level. I wonder what even a rumoured BK play will do to it.

adebord 02-24-2017 10:11 AM
Are private companies subject to M&A regulatory oversight from the DOJ?

Buying two of them and merging would be huge.

Flyby1206 02-24-2017 10:40 AM
Originally Posted by adebord (Post 2308087)
Are private companies subject to M&A regulatory oversight from the DOJ?

Buying two of them and merging would be huge.
Yes, same regulatory review would be required from DOJ/DOT

David Puddy 02-24-2017 02:01 PM
My guess: Buffett will buy Delta and then merge Netjets/EJM with Delta Private Jets. Two for one deal.

JamesBond 02-25-2017 09:14 AM
Originally Posted by jcountry (Post 2306992)
I doubt he could afford either. (Or at least wouldn't want to risk that big of a bet.)

I doubt regulators would be cool with any private fund controlling such a large share of the US market.

I'd look for him to possibly buy something like Jet Blue.
AAL has $23B in debt. Just sayin'

mainlineAF 02-25-2017 09:27 AM
Originally Posted by JamesBond (Post 2308674)
AAL has $23B in debt. Just sayin'


What does that have to do with anything he said?

JamesBond 02-25-2017 10:58 AM
Originally Posted by mainlineAF (Post 2308688)
What does that have to do with anything he said?
Debt is very useful to a corporate raider. You don't seriously think he would pay retail for anything do you?


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