Came here to post this and there is another straw which includes a reference to the podcast. Could have deleted it, but you get it twice. Take it as two votes for the podcast

Bryce and Ren from Equity Mates podcast recently interviewed John Guscic from Webjet. It was a good interview, John comes across as a sensible, likeable guy. I wonder if the people that work for him think the same, I suspect so.

He has been with the business for a decade and before that spent his career in associated travel companies. One of the observations is he knows the business and the metrics – always good for the man at the steering wheel.

The business has obviously been slammed by the pandemic, but they have done an excellent job of managing costs. Indeed, they are likely to come out of this stronger as competitors are not fared as well. Some shutting forever, others the scale of their operations is significantly diminished.

Just a group of humble travel agents trying to take over the world. With the push to automation, and using tech wherever possible, I think the business is more than that. There is still demand for the human touch, but it is reducing.

Added a parcel in my RL portfolio.

https://equitymates.com/episode/ceo-series-john-guscic-steering-webjet-through-covid/