Archive - Bos Invest Substack

Ebro Foods: largest rice producer is a bargain

Lower prices for rice & wheat help Ebro Foods increase its margins. This leads to record profitability.

Nov 8 •

October 2024

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…

Oct 24 •

Wilmar International: a cheap way to buy exposure to food production

Wilmar is a complex company. Low valuation, hidden strategic holdings & a good dividend means great potential returns for investors.

Oct 17 •

2 Quality Mexican food companies. Gruma vs Herdez

The Mexican stock exchange has quality companies with good exposure to the US. They benefit from favorable demographics & have reasonable valuations.

Oct 9 •

September 2024

Tianjin Development: Extreme discount is attractive

Holdings with a discount are common. The discount that Tianjin Development is trading at is quite absurd though. Below half of net cash & good quality…

Sep 30 •

Real estate at 0.12x book & interesting financial companies. Mexico part 9.

In Mexican stocks there is incredible value at the surface. If you look under the hood you find surprises. Good, bad & strange.

Sep 23 •

Buying Centurion: benefiting from better worker accommodation

Growing real estate company generating high returns & trading at a discount to NAV. Niche might be seen as risky but I see a structural growth…

Sep 13 •

Grupo Mexico: buying the best copper company in the world at a discount

In part 8 of the Mexican series, I focus Grupo Mexico. This company is the best way I know to get exposure to copper. You get Southern Copper at a…

Sep 9 •

CK Infrastructure listing in London: valuation & comparison

CK Infrastructure is listing in the UK. A good time for a valuation of a complicated beast + my view on UK water companies.

Sep 3 •

August 2024

July 2024

Buying ABN AMRO shares: Mediocre quality is attractive

Strong capital base & wealth management make ABN AMRO in interesting bank. Clearer focus in segments where the company has some advantages is a good…

Jul 30 •

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