Ian’s Insider Corner

Share this post

User's avatar
Ian’s Insider Corner
Weekend Digest #257: (OMAB, Neogen, Wind Power, Exito, Hormel, Aggressive Portfolio Results)

Weekend Digest #257: (OMAB, Neogen, Wind Power, Exito, Hormel, Aggressive Portfolio Results)

Ian Bezek's avatar
Ian Bezek
Sep 04, 2023
∙ Paid
3

Share this post

User's avatar
Ian’s Insider Corner
Weekend Digest #257: (OMAB, Neogen, Wind Power, Exito, Hormel, Aggressive Portfolio Results)
18
Share

Summary

  • Quick hits: Checking in on OMAB, Hormel, the wind industry.

  • Exito spin-off complete. Updated thoughts -- I'm still not a buyer yet.

  • Aggressive portfolio update, +21% year-to-date. Some commentary on various positions.

Quick Hits

OMAB Hits New All-Time Highs

Shares of Mexican airport operator Centro Norte Airports (OMAB) hit fresh all-time highs on Wed…

Keep reading with a 7-day free trial

Subscribe to Ian’s Insider Corner to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Ian Bezek
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share