4Mon·

I struggled because the spread is extremely high. But in the end I decided to buy $WALMEX* (-0.37%) in the end.

I am convinced of Walmart Mexico and consider the timing to be more or less "favorable".

Mexico is a growth market, and the first thing that increases with increasing prosperity, apart from body weight, is the sales of food retailers.


$MELI (-4.31%) I may have bought it too, but that's another story 😜

10.10
Wal-Mart Mexico logo
Bought at €2.79
10
20 Comments

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I'm leaning towards swapping my $AD for the $WALMEX*, hmm?
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@PalmPirateTechnocrate back and forth empty your pockets. I can't see your depot but maybe you could take them both?
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@Iwanowitsch had to follow me, then you see it
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I think you've pretty much hit the low, my problem with Walmex is the weakness of the currency, which means you get a lot less upside than you think
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Did you buy $MELI?
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@But_the_Stock_Picked_Me Yes. Why is that? 🤓
...why is the spread at $WALMEX* particularly high?
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Hope they sell guns and drugs in Mexican Walmarts
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Take a look at the retail
$DOL at.
The margins are nice.
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@Tenbagger2024 Thanks for the tip, the chart looks very promising, I would like to see more of these stocks, I would be really interested.
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@lowiqinvesting
Always happy
Which sector?
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@lowiqinvesting
Just setting up a depot?
Take the compounder $CSU
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@Tenbagger2024 I know it, it's just too expensive for me
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@lowiqinvesting No, I've been with them for almost 3 years, but I'm always interested in new titles from time to time
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@lowiqinvesting
Many of the quality stocks are quite expensive.
Put them on the watch and get in at a good time
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@Tenbagger2024 Yes, I know, Shiller PE and Warren Buffett indicator at the limit, that's why I'm even more interested in this right now
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How do you see the competition and the investigations by the antitrust authorities?
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You wanted to reduce your portfolio, didn't you?
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@randomdude Yes, I sold six titles and bought two more. 2 - 6 still makes -4 so a WIN WIN situation for me
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