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New update on Mexican stocks
It has been a while. Here a new update on Mexican stocks. What I own in Mexico and coverage of new uncovered stocks.
 • Wubbe Bos
H1 2025: a "victory" lap
A good first half of 2025. Winning while playing defence & some ideas for H2 2025.
 • Wubbe Bos
CTP continues to deliver: Record result in 2024
Founder led real estate company is creating value quickly and is trading below NAV.
 • Wubbe Bos
Portfolio overview: Happy with "underperformance"
Good absolute returns are something to be cherished. An overview of the most important holdings and my regional allocation in the stock market.
 • Wubbe Bos
More Mexican stocks. Are the new tariff an opportunity?
Covering a portfolio position with PINFRA, OMA the best airport stock in Mexico and 3 other interesting stocks.
 • Wubbe Bos
An example of a successful investment
Value investing can still work. Here is my story behind the investment in Fonterra. 2025 might be a good year to look at investments with great assets.
 • Wubbe Bos
More gems from Mexico
6 Mexican stocks covered including 3 with a price-earnings ratio below 7. One high potential gem named Medica Sur.
 • Wubbe Bos
Ebro Foods: largest rice producer is a bargain
Lower prices for rice & wheat help Ebro Foods increase its margins. This leads to record profitability.
 • Wubbe Bos
First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium
Servicios Javer is a profitable construction business at a cheap valuation and at a discount to the acquisition price. Kimberly-Clark de Mexico is…
 • Wubbe Bos
Bos Invest Substack
Bos Invest Substack
I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.
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