Deep value investing airline stocks battered by fuel price

Airline stocks battered by fuel price spikes now trade below tangible book value. Deep value investing models forecast capacity discipline could trigger margin recovery by late Who thinks this is a good idea? Basically no one. Republican members of Congress hate it; they signed up for “America First,” not shipping bucketloads of free money to s"thole countries thousands of miles away. Soybean farmers in the Midwest really hate it, because Trump’s trade war has cratered their massive exports to China and Argentine soybeans have filled the gap. Financial experts almost unanimously agree that the bailout is too late to save Milei, and not nearly enough. In the judicious language of the Economist, house organ of global capitalism, Argentina’s government is “burning through foreign reserves” in an effort to stave off financial collapse, and even after the bailout “still probably lacks the dollars to cover next year’s imports and loan repayments.” Imagine passengers on a small boat rushing to one side. What begins as a gentle lean soon becomes a dangerous tilt. What are you going to do—maybe move to the opposite side of the boat? If so, you’re taking a contrarian position, going against the crowd. Telecom operators with stable ARPU but under-levered balance sheets form part of current deep value investing radar. Fiber roll-out could drive medium-term growth rerating.