Show notes
On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country.
SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/
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Chapters
The Mexican Election and Expectations for the New Administration
Foreign Direct Investment and Nearshoring in Mexico
Investment Ideas: Airports and Grupo Rotoplas
Margin Expansion and Pricing Power of Mexican Companies
Capital Allocation and Dividend Policy of Mexican Companies
The Privatization of Airports in Mexico
A Fast-Food Franchise Operator in Mexico
Understanding the Changing Dynamics of the Mexican Market
Consumer-Related Companies as Investment Opportunities in Mexico
Tickers discussed: AGUA, ALSEA, ASR, PAC, OMAB
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