Compounders Podcast

Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)


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My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before conducting the interview, I had the opportunity to learn a lot about Sky Harbor from an investor friend who owns the stock and knows the company as well as just about anyone on the planet. That led to a deep, rich conversation where we covered:

  • The process by which Sky Harbor became public;
  • Whether Sky Harbor is a real estate company, an operating company—or both;
  • An overview of the supply and demand dynamics for business aircraft hangar space;
  • How Sky Harbor views the threat of emerging competition; and
  • The economics and returns associated with developing new hangars.
  • For full disclosure, I am not a Sky Harbor shareholder.

    For more information about Sky Harbour Group, please visit: https://skyharbour.group/

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    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

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    Compounders PodcastBy Ben Claremon & SNN Network

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