The problem with "set it and forget it" businesses is that there's little-to-nothing that can be done by management to improve demand when business turns down, and often the cost structures don't lend themselves to meaningful short-term restructuring. That's basically the problem for PINFRA (PUODY) [PINFRA.MX] today, as this large Mexican toll road operator has no control whatsoever over traffic on its roads, and is basically in the passenger seat as the COVID-19 pandemic works itself out in Mexico.
The good news is that the pandemic won't last forever, and while it has