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…
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