On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss:
(00:00) Introduction to Grupo Aeroportario del Centro Norte (OMAB)
(05:37) Understanding OMAB's Business Model and Operations
(11:36) Government Relationship and Contractual Framework
(16:21) Revenue Generation and Financial Performance
(21:32) Competitive Advantages and Return on Investment
(31:10) Challenges in Mexico City and Airport Management
(33:22) Monterrey's Rise as a Key Airport
(37:36) The Future of Domestic Air Travel
(43:07) Valuing OMAB: A Local Monopoly
(48:07) Investment Risks and Market Dynamics
*****************************************************
JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/
*********************************************************************
Sign-up for a bond account atPublic.com/chitchatstocks
A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
*********************************************************************
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan:finchat.io/chitchat
*********************************************************************
Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat
*********************************************************************
Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.
To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Chit Chat Stocks