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@ThomasMoroder "@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 on X 2025-07-24 11:13:50 UTC XXX followers, XX 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 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 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 on X 2025-07-23 21:41:25 UTC XXX followers, XXX engagements