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michael o'leary

T2 · manager / operator

Turned Ryanair from a failing airline into Europe's largest low-cost carrier with 365 Boeing 737s owned outright, no debt, in-house maintenance and pilot training. Credits Southwest Airlines' Herb Kelleher for the low-fare model. Opposes US expansion due to regulation and management distraction. Advocates machine learning for next-gen airline transformation.

3 calls·3 names·67% bull·last heard 4 months ago·In Good Company with Nicolai Tangen
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
$RYAAYRyanair Holdingsposition

O'Leary buys back Ryanair aggressively: stock down 25% is 'never been a better opportunity'

CEO Michael O'Leary states Ryanair shares are down 25% year-to-date and the company is buying back stock as fast as possible, calling it the best opportunity he's seen.

In Good Company with Nicolai Tangen2026-04→
2ndmedium conviction
$SPCXSpaceX

O'Leary calls Starlink 'terrific technology' but rejects due to 2% fuel drag costing $100M/year

Ryanair CEO evaluates Starlink for in-flight Wi-Fi but declines because the antenna drag increases fuel burn by 2%, costing ~$100M annually on a $5B fuel bill, despite praising the underlying technology.

In Good Company with Nicolai Tangen2026-04→
3rdmedium conviction
$BABoeing

O'Leary orders 300 737 Max 10s: '20% bigger, burn 20% less fuel per seat' transforming economics

Ryanair CEO Michael O'Leary places a large order for Boeing 737 Max 10 aircraft, citing 20% more seats and 20% less fuel burn per seat as transformative for Ryanair's cost advantage over the next decade.

In Good Company with Nicolai Tangen2026-04→

most discussed · click a bar to filter

recurring themes

3 total
$SPCX
···
SpaceX
MEDmichael o'leary·In Good Company with Nicolai Tangen·4 months ago
O'Leary calls Starlink 'terrific technology' but rejects due to 2% fuel drag costing $100M/year
Ryanair CEO evaluates Starlink for in-flight Wi-Fi but declines because the antenna drag increases fuel burn by 2%, costing ~$100M annually on a $5B fuel bill, despite praising the underlying technology.
"Starlink, which is a terrific technology, I've no issue with the underlying technology... The problem at the moment is the technology doesn't yet exist. We have to put couple of d…"
47:00
$RYAAY
···
Ryanair Holdings
HIGHmichael o'leary·In Good Company with Nicolai Tangen·4 months ago· position
O'Leary buys back Ryanair aggressively: stock down 25% is 'never been a better opportunity'
CEO Michael O'Leary states Ryanair shares are down 25% year-to-date and the company is buying back stock as fast as possible, calling it the best opportunity he's seen.
"Stock is down about 25%... There's never been a better opportunity. Just don't tell anybody because we're buying it as fast as we can at the moment, and I don't want to be competi…"
36:55
$BA
···
Boeing
MEDmichael o'leary·In Good Company with Nicolai Tangen·4 months ago
O'Leary orders 300 737 Max 10s: '20% bigger, burn 20% less fuel per seat' transforming economics
Ryanair CEO Michael O'Leary places a large order for Boeing 737 Max 10 aircraft, citing 20% more seats and 20% less fuel burn per seat as transformative for Ryanair's cost advantage over the next decade.
"order taking delivery of 300 new aircraft, which from Boeing the Max 10 aircraft, which are 20% bigger in terms of seats, but they burn 20% less fuel per seat. I am going to trans…"
42:00