Insights/Track Record

Track Record

Our analytical record.

Fair value estimates from prior published reports, shown for transparency. Not investment recommendations. Current prices update automatically on every page load.

Fair value estimates are shown here when a revised report supersedes a prior version. The current report's conclusions remain available to readers of that report. Prices as of publication are recorded at time of writing and cannot be retroactively changed. This page is our analytical record.

Equity Research

Published theses.

Current prices update on page load · Prices as of

CompanyReportPublishedPrice at PublicationFair Value EstimateCurrent PriceReturn to DateThesis Status
AlseaBMV: ALSEA*Equity Researchv1April 2026MXN 57.96At time of writingMXN 70.0020.8% implied at pub Loading...Thesis Intact
Grupo Aeroportuario del PacificoBMV: GAPBEquity Researchv1TBDPending publish
🔒In the report
Loads on publishPending Publish

Current prices are sourced from Yahoo Finance and refresh on every page load. Quotes carry the exchange’s standard delay (typically around 15 minutes for BMV). Price checkpoints at 6 and 12 months from publication will appear here as they become available. Fair value estimates are disclosed when a revised report supersedes the prior version.