Ian Bezek on X
@latamsovereign Mexico has 10x as many American retirees than any other LatAm country. $ASR $PAC $OMAB
NYSE
PAC
5 stories
$12B Market cap · 2026-10-07
@latamsovereign Mexico has 10x as many American retirees than any other LatAm country. $ASR $PAC $OMAB
@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...
@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.
@sadvalueinvestr Anthropic buying Pacifico Airports $PAC at 25x EBITDA would be accretive to their earnings, and I'd be a willing seller at that price. Let's make a deal!
Thank you @irbezek for the phenomenal interview! Some tickers mentioned include $PAC, $OMAB, $ASR, $AGUA, $ALSEA, and $CIB https://t.co/uzLr6Yk1wh
Companies the stories above are also about, besides PAC.