我们说的是LL航空公司。我希望我没说错。它基本上是以色列的国家航空公司。他有一个论点，你知道，下行保护，大量资产，有趣的定价结构，有趣的竞争动态，所有这些。
We're talking about LL Airlines. I hope I said that right. It's the Israeli national airlines is basically what it is. And he's got a thesis, you know, downside protection, lots of assets, the interesting pricing structure, interesting competitive dynamics, all that type of stuff.
但在那之前，我们今天想讨论的公司是El Al。在我心里，我认为它是以色列航空公司，但我不再啰嗦了。我把它交给你，我会说，'El Al是什么，为什么它们这么有趣？'你也可以告诉我我是否说错了。
But, before we get to that, the company we want to talk about today is El Al. This is Israeli Airlines is what I think of them in my head, but I'll stop rambling. I'll turn it over to you and I'll say, "What is El Al and why are they so interesting?" And you can tell me if I'm saying it wrong as well.