United Airlines Holdings, Inc. at Morgan Stanley Laguna Conference Transcript
Okay, let's keep flying high. Sorry, I'm going to work all the airline analogies in with United Airlines next. And very happy to welcome back to Laguna CFO, Mike Lefkan. Mike, welcome back to Laguna.
Thank you, Ravi, and good morning.
It's a great time in the airline industry. This industry is continuing to decommoditize.
You're seeing the winners in this industry really create a value proposition for the consumer that's differentiated and that's creating, I think, healthy financials through cycle.
We're starting to see that in the valuations for our stocks and I'm thrilled to talk a little bit more about it today.
Questions & Answers
We will get to the long-term value prop in a second, but if you can just start with maybe a lay of the land as you see it, obviously a lot going on in the space.
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