Ian Bezek on X
@valuedrift $CAAP up 4% but $ASR flat because apparently it is better to own 1 Brazilian airport today than own a dozen Brazilian airports in three months once the M&A deal closes.
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Travel & Leisure
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Ian Bezek on X
@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.
Ian Bezek on X
@elcolombiano More good news for Sureste Airports $ASR and Corporacion America Airports $CAAP. "Medellin has peaked bro" folks in disbelief. https://t.co/d7nDOraQbO
Ian Bezek on X
@kiwicarrotcake @valuedrift I own $KOF, $HERDEZ and $ALSEA so not really looking for more of this kind of exposure. But the company is fine.
Ian Bezek on X
@DadInvest @baldridgecpa Pacifico Airports $PAC has 80% gross margins. Pretty good for a not tech biz. Not sure how to run the business without employees or customers though...
John_Hempton on X
@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.
Ian Bezek on X
Since multiple people have pinged me this. Cancun is not Tulum. They are 100km apart. The prior socialist government built the Tulum airport in part to screw with us $ASR Cancun concession holders. We want Tulum to fail. Cancun hotel occupancy remains in the mid-50s. https://t.co/4hb7GRGGZO
Barbarian Capital on X
Carnival Logs Higher Profit, Revenue on Accelerating Demand $CCL https://t.co/vnpiVFB7ub
Barbarian Capital on X
Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb
Uber: The Aggregator on Trial
Uber's $193 billion in gross bookings and $10 billion in free cash flow contrast with modest stock gains as autonomous vehicles and…
Ian Bezek on X
@TexDoggie I lived in Queretaro for years, loved weekend trips to Guanajuato. Very cool city with all the mines and tunnels and punches way above its weight with stuff to do thanks to the university. That airport has been one of the fastest growing ones for $PAC, love Bajio region.
Neutron Holdings: A Profitable Leader Worth Buying, Just Not All At Once
Lime guided Q3 revenue of $340–$360 million and adjusted EBITDA of $120–$130 million, targeting positive full-year free cash flow despite…
The Market Auditor A Capital on X
$MGM trading below its beta-adjusted break price while potentially having the opportunity to retire 27% of its shares through a discounted block acquisition. Add in the largely unrecognized value of the Osaka, Japan asset and the risk/reward looks increasingly asymmetric… 🤷♂️ https://t.co/e6EPH8cfGb
A Capital on X
@srg444 Me looking at $MGM trading at $32 when Osaka asset is worth 💰 https://t.co/jvVZZ37LP0
KEDM.com on X
Buckley Capital @buckleycapital exited Dave after a 100%+ rally from its average cost — on valuation, despite calling it a great business — and substantially cut Root. The proceeds went to Celsius $CELH and Light & Wonder $LNW.AU, where the Fund calls the street's disbelief in management's $2.0bn 2028 adjusted EBITDA target irrational, implying 150%+ upside.
John_Hempton on X
See that sudden spike down in $AMC. That is what a naked short selling ladder attack looks like. It is hard to tell when executed in dark pools but this one is so much fun to watch.
Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)
Alsea, Mexico’s Starbucks, Domino’s and Burger King franchise operator, trades at 5.4x EBITDA while funding remodels, Mexican expansion and…
Barbarian Capital on X
Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6
Barbarian Capital on X
"an unusual turn of events that comes just after People withdrew its own bid to buy the casino and resort company" MGM Resorts Eyeing Bid for Barry Diller’s People Incorporated $MGM https://t.co/FjkNJ0r1PJ
Colin King on X
$PPLI withdraws bid for $MGM Shares of MGM down 11% today (essentially back to where they were before PPLI buyout proposal) Stock trades at less than 10x FCF and PPLI still owns ~27% https://t.co/I9RiOvWkri
Formula 1: Liberty Media’s Drive for Success
Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.
Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy
ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…
C Jessen 3 clicksBarbarian Capital on X
McDonald’s Pledges $8.5 Billion in Investments to Help Franchisees $MCD https://t.co/PoTrgnrK0A
Barbarian Capital on X
Cracker Barrel Targets Sales Growth as New CEO Keeps Strategy Intact $CBRL https://t.co/kyqbCDcQSK
