Tyler Crowe
๐ค SpeakerAppearances Over Time
Podcast Appearances
There will always be a new and inventive way to get access to credit.
That's one thing that banks are very, very good at doing.
After the break, we'll do stocks on our radar.
And we'll wrap up the show here, as is our Thursday tradition with stocks on our radar.
We drew straws at the beginning, and John gets to go first this week.
John, what are you looking at?
Certainly a nice interest rate dynamic here with a traditional box retailer.
Matt, what are you looking at?
I think it's going to be a bank.
I'll go last, which is typical of my B-track, deep cut, whatever you want to call the slightly off-brand stuff that I like to do.
The company I'm looking at is Southeast Airport Group or Grupo Aeroportuario del Celeste.
Apologies for the bad pronunciation.
Either way, they both, whatever name you choose to say, the ticker is ASR,
This is one of the three companies in Mexico that has an operating license to operate airports in the country.
As the name suggests, most of the airports are in the Southeast.
It owns the operating license for Mexico's second most busy airport, which is Cancun.
larger operations in the country and is a little bit more touristy-focused because of the Southeast exposure.
But it is an incredibly lucrative industry, one that people don't think of very much because it's basically like they get a
It's almost like a regulated utility in the sense where their profits are capped and they have these set fees for everything they do.
But they basically have a regional monopoly wherever they work because it's an airport.