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@ThomasMoroder Avatar @ThomasMoroder Thomas Moroder 👁️^👁️=e^(-🥟/2)

Thomas Moroder 👁️^👁️=e^(-🥟/2) posts on X about grupo aeroportuario, grupo, pac, mexico the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Followers: XXX #

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Social category influence countries XX% travel destinations XXX% cryptocurrencies X% currencies XXX% finance XXX% stocks XXX%

Social topic influence grupo aeroportuario 7.5%, grupo 7.5%, pac 5%, mexico 5%, del 5%, $aenamc 5%, asr 5%, longterm 2.5%, $frade 2.5%, $pac XXX%

Top accounts mentioned or mentioned by @meadowcapital @shotchange @porterstansb @brentmuio @ksochanek @clarksquarecap @orrdavid @justamelvin @dinardojacopo @abroninvestor @east72dynasty @memyselfandi006 @servantofthe1 @ottermarket @hiddenvaluegems @reuters @coalemusguy @servant_of_the1

Top assets mentioned PAC Protocol (PAC) Regeneron Pharmaceuticals Inc (REGN) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE) AS Roma Fan Token (ASR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Fraport $FRA.DE Runs Frankfurt and stakes in 30+ airports worldwide. Long-term operator model some geopolitical risk"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:50 UTC XXX followers, XXX engagements

"Grupo Aeroportuario del Pacfico $PAC Operates airports in western Mexico including Guadalajara and Tijuana. Attractive traffic and USD revenue"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:47 UTC XXX followers, XXX engagements

"Vienna Airport (Flughafen Wien) $FLU.VI Austrias international hub. Also active in Malta and Koice. Stable EU-regulated returns"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:51 UTC XXX followers, XXX engagements

"$9042 Hankyu Hanshin Holdings - not a pure play interestingly owns stakes in the Osaka airports spotted by @orrdavid:"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-07-06 06:38:41 UTC XXX followers, XX engagements

"@justamelvin @MeadowCapital For the reasons explained - if you want to put it another way I think the current valuation does not offer enough margin of safety if such a thing exists in the sector and there will be more competition than I thought in the space as indirectly acknowledged by the CEO"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-07-24 11:13:50 UTC XXX followers, XX engagements

"🧳 Airports = Monopoly + Real Estate + Traffic Growth. Not just transport - theyre high-margin businesses with inflation protection. Which ones do you own or follow What am I missing"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 08:02:13 UTC XXX followers, XXX engagements

"GMR Airports Infrastructure $GMRAIRPORT.NS Runs Delhi and Hyderabad. India air travel growth play. Also owns stakes in foreign airports"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:48 UTC XXX followers, XXX engagements

"Aena $AENA.MC Spain's dominant airport operator. Runs 40+ airports domestically and several abroad. A benchmark in airport privatization"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:45 UTC XXX followers, XXX engagements

"Aroports de Paris (Groupe ADP) $ADP.PA Runs CDG Orly and global assets incl. Istanbul and Delhi via stakes. Partial government ownership"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:46 UTC XXX followers, XXX engagements

"Grupo Aeroportuario Centro Norte (OMA) $OMAB Northern Mexico focus. Less tourist-driven than ASR or PAC more industrial corridor exposure"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:51 UTC XXX followers, XXX engagements

"Copenhagen Airport $KBHL.CO Key Northern European hub. Stake held by Canadian pension fund. Focus on sustainability and intermodality"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:50 UTC XXX followers, XXX engagements

"Publicly traded airport operators. Airports are unique infrastructure investments with pricing power barriers to entry and non-aero revenue. Heres a global list of listed players you can actually buy: 🧵👇"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:45 UTC XXX followers, XXX engagements

"@brentmuio @CoalemusGuy I guess the regulatory environment timing and valuation when buying play a big role. How much are those monopolies allowed to earn by the regulators $AENA.MC has been killing it for many investors incl. TCI/Chris Hohn. Lets see if the Mexican airports continue outperforming"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-07-18 13:46:31 UTC XXX followers, XX engagements

"@MeadowCapital Because I do not see who is going to buy $VKTX (with $REGN out of the race $PFE ). Standalone is going to be uphill with more competition than originally planned - I have no edge and prefer to conserve capital even if it means incurring a loss. Maybe I'll re-enter later"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-07-23 21:41:25 UTC XXX followers, XXX engagements

"Grupo Aeroportuario del Sureste $ASR Operates Cancn and others. High margin USD-linked. Caribbean exposure"
@ThomasMoroder Avatar @ThomasMoroder on X 2025-06-08 07:55:48 UTC XXX followers, XXX engagements