Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB)
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…
The skinny
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