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andrew collins

T3 · host / generalist
1 call·1 name·100% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$FLEXJETFlexjetposition

Flexjet at 350 aircraft, 60% YoY transatlantic growth, profitable with 350k flight hours, pre-sells shares to customers

Fractional ownership model pre-sells aircraft shares to customers, reducing balance sheet risk; post-COVID addiction dynamics drive retention; institutional capital enabled global expansion and F1 partnership for luxury experiences.

TBPN2026-07→

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$FLEXJET
Flexjet
HIGHandrew collins·TBPN·last month· position
Flexjet at 350 aircraft, 60% YoY transatlantic growth, profitable with 350k flight hours, pre-sells shares to customers
Fractional ownership model pre-sells aircraft shares to customers, reducing balance sheet risk; post-COVID addiction dynamics drive retention; institutional capital enabled global expansion and F1 partnership for luxury experiences.
"We have 350 aircraft now. We'll grow to another 50 aircraft this year to get to about 400... we pre-sell most of our shares. So while we carry some debt on the balance sheet, a go…"
44:39