Letters by company

United Airlines Holdings, Inc.

1 letter discussing UAL. Everything written about it on this site is on its ticker page.

Patient Capital Management Samantha's Quarterly Letter Opportunity Equity argues that tariff policy has raised recession risk, but negotiated trade deals could stabilize markets and preserve the secular bull case. The portfolio added back airline exposure after trimming it during strength, and favors Nvidia, Amazon, Alphabet and Meta alongside cyclical travel names priced for a downturn. 1Q25 NVDA $5.4TAMZN $2.8TDAL $55B