Aggressive Portfolio: Three Purchases, One Sale

Summary

• Buying Pacifico Airports for the reasons I laid out in my airports piece.

• Increasing Endava position sizing ahead of earnings next week. Here's why.

• Remy Cointreau is more profitable today than it was in 2019, but shares are selling at a 50% discount. This discrepancy won't last long.

• Selling the First of Long Island position after it agreed to be a…