4 Comments
User's avatar
Dev Shah's avatar

Interesting

Vatsal Anand's avatar

Pretty interesting and informative

Raj's avatar

This Monopoly is definitely going to create massive issues in the coming future and no doubt, customers/clients/vendors/operators will suffer!

Thank you for sharing this, and so many good social media influencers or 1 or 2 politicians are talking about it for a long and now here we're with #GrowthX info too.

Neural Foundry's avatar

Really insightful take on the city-side development angle. Most anlayses focus on the terminal retail play but miss how airport land leases create this compounding real estate moat. Reminded me of how some logistics companies shifted from pure shipping to industrial park development, same bet on infrastructure-driven land appreciation. The cargo-port alignment on the west coast is kinda genius if they pull off seamless sea-air transhipment. That could change alot for time sensitive exports.