Why We Own Consorcio ARA (Ticker: ARA.MX)

Chit Chat Stocks

English - October 28, 2022 08:00 - 44 minutes - 40.4 MB - ★★★★ - 136 ratings
Investing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)

Next Episode: Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings

This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Consorcio ARA constructs and sells entry-level and middle-income residential housing developments in Mexico. The company was founded in 1977 in Mexico. Brett and Ryan dive through Consorcio ARA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

------------------------------------------------------------------------------------------------------------------------------------

What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/

------------------------------------------------------------------------------------------------------------------------------------

Timestamps

Why we own Consorcio ARA (1:08)

Management (18:36)