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Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge
Description
Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby! Along with new baggage fees and clever hedges against high fuel prices. Also, Brown-Forman - the maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs.
Ann’s conversation with Jon McNeill
https://www.youtube.com/watch?v=vyurMcr9NM4&t=107s
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Stocks mentioned:
$DAL $BF.B $AMZN $DIS
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