Stone Fox Capital
Long/short equity, growth at reasonable price, research analyst, deep value

Hawaiian Holdings: Bigger Gains Ahead In Paradise

Historically, the airlines have been horrible operators and Hawaiian Holdings (NASDAQ:HA) probably topped the list. In reality, the issue in paradise might have been a prime example of the industry issue times two. For a long time, it was cool to own an airline and probably double so to fly to the beautiful Hawaiian Islands. Even today in the midst of a dramatic turnaround, the airline lists receding industry capacity in Hawaii as a major benefit. The opposite was probably true of fellow West Coast competitor Alaska Air Group (NYSE:ALK) that historically has the better operations. Did the lack of desire to fly to the cold confines of Alaska provide a natural competition eliminator that provided...

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