Insightful article, Shamit, and great way to kick off this Substack! Got me thinking on a few new fronts, and I’m sold on trading BI for future flexibility and upside in Scoot.
You mentioned expiring contracts becoming more valuable in the new CBA. One thing I’m not that clear:
1. Contracts expiring in 202_ will become inordinately valuable
2. Who are all of the big-contract players who are expiring in that year?
So if Portland loves Scoot and finally decides to move from Dame, all hypotheticals of course, what would be the next course of action if you are still looking to move Ingram?
Insightful article, Shamit, and great way to kick off this Substack! Got me thinking on a few new fronts, and I’m sold on trading BI for future flexibility and upside in Scoot.
You mentioned expiring contracts becoming more valuable in the new CBA. One thing I’m not that clear:
1. Contracts expiring in 202_ will become inordinately valuable
2. Who are all of the big-contract players who are expiring in that year?
So if Portland loves Scoot and finally decides to move from Dame, all hypotheticals of course, what would be the next course of action if you are still looking to move Ingram?