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The shares of Grupo Aeroportuario del Centro Norte ("OMAB") have bounced back in spectacular fashion since the March trough, with the company proving its resilience. OMAB's business is yet to fully recover, though. We discuss some catalysts that should determine price action (positive...
Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q3 2020 Earnings Conference Call October 23, 2020 10:00 AM ET Company Participants Maria Elena Rodriguez – Corporate Finance and Investor Relations Director Enrique Beltranena – President and Chief Exe...
This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 08/14/2020. William Nygren’s 13F portfolio value increased ~14...
Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q2 2020 Earnings Conference Call July 27, 2020 10:00 AM ET Company Participants Maria Elena Rodriguez - Corporate Finance & Investor Relations Director Enrique Beltranena - President & Chief Execu...
This article part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates' regulatory 13F Form filed on 05/15/2020. William Nygren's 13F portfolio value decreased ~36% from $56.41B to $...
Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q1 2020 Earnings Conference Call April 24, 2020, 10:00 AM ET Company Participants Maria Elena Rodriguez - Corporate Finance and Investor Relations Director Enrique Beltranena - President and CEO Holger ...
Two years ago, I presented an overview of investable airports around the world and explained the rationale for investing in this space: airports are strong businesses with a wide economic moat, whose growth is underpinned by robust macro trends. No matter how strong the trends, though, airpo...
This article is first in a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 02/14/2020. William Nygren’s 13F portfolio value increased ~10%...
Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q4 2019 Earnings Conference Call February 26, 2020 10:00 AM ET Company Participants Maria Elena Rodriguez - Corporate Finance & Investor Relations Director Enrique Beltranena - President & Chief E...
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