In this episode of Mark’s Morning Call, Mark applies his earlier airline sector analysis — the key drivers of performance in airline companies — directly to British Airways. This is a clear example of how to present an investment case: laying out the thesis with logical arguments, supported by data.

We’ll cover:

• The fundamentals of airline investing
• Why British Airways has a strategic edge
• The importance of margins and capacity utilization (
  

• Key risks investors need to understand

It’s also a guide for analysts and investors on how to structure research reports: presenting your case with clarity, reasoning, and evidence. After hearing Mark’s take, it’s your turn — which company do you like, and what’s your investment thesis?

👉 Now it’s your turn — what’s your investment thesis? Share your favorite stock idea or tag us with the company you like most.