Q3 - OE_Strengths
What do you see as Delta’s particular strengths?
"They 're an innovator. They 're an industry leader. You could say across the board. But whether it 's on the products side or on the operational side, best practices, their communication with the Street, they definitely are in a position of leadership for sure. And they 're definitely one who 's been very innovative on multiple fronts. It could be both the product as well as management 's ability to articulate the company 's investment objectives. Innovative or a leader on the operational front. It 's a well-run company. They 're a very profitable airline. That one of the criticisms of the industry historically is that the industry has not been good at balancing out the needs of the various constituents. You have your shareholders, your creditors, your employees, your customers. The communities that you serve. There 's obviously a social element there. They 've done a very good job in really balancing out all the various needs, wants of their core constituents."
Q4 - OE_Weaknesses
What do you see as Delta’s particular weaknesses?
"With success sometimes the risk is that it goes to your head. They do come across as being arrogant at times. We hear it from investor clients. From some, a sense of arrogance. The company as a whole. Sometimes proud. A company can be very proud about its successes, and sometimes that comes across as being arrogant and smug. That is what comes up. That would be it."
Q6 -