Javier

@mind_the_bear Take a look at Cadu. Incredibly cheap asset backed company. Long term ROE not as promising though.

Don't know of many EMs with so much going for them as 🇲🇽, especially now with this new nearshoring impulse. Also the demographics (in size and youth), mineral resources, powerful culture and some geographical advantages like their two coasts, connecting it to both Asia and the EU

Opened an IBKR account some weeks ago and now I'm fascinated with the mexican market. Less than 150 listed co's and I still found ~25 interesting names! Now trying to make it 5-10 but I'd happily invest in an equal-weight IPC etf, if there was any!

@mind_the_bear I have also struggled to understand them. They should have healthy margins given prices(not the case). The size of company vs brand recognition doesnt match. I beleive a good luxury operator could do a lot with the brand. Although cant invest on speculation.

Don't know what to make of Bang & Olufsen $BO.CO, not even as a stock but as a brand. Is it a "has-been" brand? A "wannabe" luxury brand? A true luxury one? One thing they have going for them - they're one of the very few high-end audio pure-play stocks available.

@branco4242 Some good old due diligence. Cue out of the door at lunch time

Market seems as excited as I am about $MEX.L earnings report today …

@LeoLilja Great, for some reason expected some Exor in there.

Q3 Portfolio 2023 - Top Positions $CSU - 12,47% $BRK.B - 11,23% $GOOG - 9,17% $LVMH - 9,16% $CBAV - 8,24% $AMZN - 7,31% $GCO - 6,68% $PRX - 6,26% $CRM - 5,43% $KPG - 5,17% $BATS - 5,07% $BN - 4,92% Please DM me if you are interested in discussing any of my holdings.

@IggyOnInvesting Prologis, focused on industrial real estate. Traxion, trucking co. Although, none of the obvious benefitters from nearshoring seem cheap to me.

🇲🇽🇲🇽🇲🇽What are the best Mexican stocks that benefit from becoming the biggest trading partner to the US as well as new alien technology?👽👽

@ideahive Mexican property developer Cadu, P/B 0.2, P/E 2.8. Struggled with debt in Covid, market priced it for bankruptcy. The company survived and is again healthy, but the market forgot to correct the price accordingly.

@heartof_thesea Irakli Gilauri - Georgia Capital

Who are some CEOs that are very under the radar but are excellent capital allocators?

@alluvialcapital Are we talking Cadu

There's a Mexican stock that is the cheapest, highest quality thing I have ever seen, but crazy illiquid. I've been bidding for a month and so far I have $210 worth of shares. Not gonna give up though.

@Hermit_nihilist De acuerdo, tuve la posición varios años. A las tasas de Cetes actuales el perfil riesgo-retorno me dejo de hacer sentido.

Últimamente he visto videos promocionales sobre invertir en Fibra CFE en YouTube (además de los de Bimbo). Burbuja. El viernes vendí todos mis títulos, llevaba un tiempo pensando en deshacer la posición.

@lonewolvesfrank UK micro-nano cap