PERSON DIRECTORY
Phillip Namara
Phillip Namara appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Flying through the Volaris thesis with Antipodes' Phillip Namara
Volaris is framed as a mispriced merger option: about $10 a share standalone versus $20–25 if its merger with Viva Aerobus closes.Bus conversion, Interjet’s roughly $8 fare step-up, P&W restoration by end-2027 and 3–6% revenue synergies support upside, but regulatory approval remains decisive.