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Investing · May 14, 2024

The Price is (Still) Wrong - Blade Air (BLDE)

6 min read · 1,546 words · By Tom Hogan

"The price is (still) wrong..." Blade after Q1 2024 earnings.

“The price is wrong, bitch” - Adam Sandler as Happy Gilmore

Last week, Blade Air Mobility (BLDE) continued to prove that the market is still behind the curve when it comes to understanding the company when they announced earnings on May 7th. Once again, management executed on their short-term goals, resulting in beats on the top and bottom lines.

Before I get into the company’s earnings, I want to tip my cap to Blade’s entire team for executing in Q1 and blowing past estimates. I also want to applaud the individual efforts of Founder and CEO, Rob Wiesenthal, as well as Chief Financial Officer, Will Heyburn. Blade’s continued success is a direct result of their operational efforts and leadership, so hats off to them.

For those who are not familiar with Blade and/or would like a refresher, I recommend reading my first piece before reading on, which can be found here: The Market has the Story Wrong, Luxury is Essential

The rest of this piece, with the charts and tables the argument was built on, is at the source link below.

— Hoags

Opening excerpt. The full piece, with its charts and tables, is on Substack. Read the original · Open in the reader · Markdown

Published by Tom Hogan for informational and educational purposes only. Not investment, legal, tax, or accounting advice; not a research report; not an offer to sell or a solicitation of an offer to buy any security or interest in any fund. Tom Hogan and/or Alpha Loop Capital, LLC may hold long or short positions in securities referenced, and those positions may change at any time without notice. Views are his own. Past performance is not indicative of future results.

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