Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown from Yet Another Value Podcast

Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdown

1 hour 16 minutes Posted Dec 20, 2023 at 2:57 pm.

] Introduction + Episode sponsor: Alphasense

] General takeaways from Spirit / JetBlue post-trial and post-trial briefs

] DOJ's case, what citing of Philadelphia National and Baker Hughes cases as precedents means

] Harm to local markets thoughts on this framework as it applies to the bear case

] JetBlue's "having it both ways" arguments and where Lionel thinks JetBlue scored points with their arguments

] 51 presumptive markets and how they are relevant to this case + the government's skepticism of divestitures

] How JetBlue and the government handled the expert witness, what deficiencies that JetBlue finds with the government witnesses

] Government's points regarding the hot docs

] How precedent being used to support both sides of the case

] Evidence supporting JetBlue's position and evidence supporting DOJ's position

] The fourth bear case on relevant markets

] Timing on ruling

] Legacy of the outcome for this case

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Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to provide his Spirit / JetBlue post-trial breakdown.

For more information about Valorem Research and to subscribe, please visit: https://www.valoremresearch.com/

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Today's episode is sponsored by: Alphasense

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