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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…
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Wubbe Bos
2
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.
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Wubbe Bos
1
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.
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Wubbe Bos
2
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…
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Wubbe Bos
2
Airports, fly over country cement & Carlos Slim premium All Mexican stocks P7
The interesting case for investing in Mexican airports. A great way to invest in the US cement sector, micro lending & a valuation of Grupo Carso.
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Wubbe Bos
1
Mexican bottler magic & retail gem. All Mexican stocks P6.
Cheap bottler Cultiba vs FEMSA. investing in micro lending, cash advance services or a normal bank? Quick look at retail gem Farmacias Guadalajara.
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Wubbe Bos
2
More hidden gems in Mexico P5
An even better way to play a construction boom in Mexico & an in depth analysis of Tequila manufacturer Jose Cuervo. Anyone interested in Chemical…
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Wubbe Bos
2
Invest in Mexican stocks part 4: Why not buy the exchange
Buying the exchange might be a good option if you like a stock market. Mexican cement, the worlds largest bakery, resorts & investing in supermarkets.
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Wubbe Bos
5
All Mexican stocks part 3: Bigger is better? First new position found
I discuss the valuation of some of Mexico's largest companies, like America Movil, the largest bank of Mexico, airports, and a new addition to my…
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Wubbe Bos
2
All Mexican stocks part 2: first potential diamond
Continuing on the hunt for stocks in Mexico I come accross the first interesting candidate.
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Wubbe Bos
2
Investing in Mexico: A start on all Mexican stocks
Opportunities in a market with significant tailwinds.
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Wubbe Bos
2
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