u/AncientRaisin4003

1 thesis · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ASRr/ValueInvestingStock Analysisbullish
u/AncientRaisin4003 · 20d agono track record yet

What are some stocks you like that are not discussed anywhere? Not on reddit/X/CNBC etc.

ASR operates airports across Mexico, Colombia, and Puerto Rico with a recent LATAM portfolio acquisition and partial concessions at major US hubs. Trading at 12.5x earnings versus historical high-teens average, it offers high margins, strong ROIC/ROE, and has doubled revenue and operating income over five years, despite currency and government risk inherent to Mexican equities.

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