Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The manager utilized a brief regulatory scare regarding Mexican airport concessions to heavily increase the fund's position in OMAB. While both OMAB...
— Daniel Shvartsman
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Grupo Aeroportuario del Centro Norte
OMAB is one of three publicly traded airport operators in Mexico. They operate 13...
The manager highlights OMAB's impressive passenger growth which outperforms its local Mexican peers. Idiosyncratic issues like...