Episode Details

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.

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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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