2Mo·

I struggled because the spread is extremely high. But in the end I decided to buy $WALMEX* (+0 %) 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 (+2,5 %) I may have bought it too, but that's another story 😜

10.10
Wal-Mart Mexico logo
Acheté à 2,79 €
11
20 Commentaires

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I'm leaning towards swapping my $AD for the $WALMEX*, hmm?
1
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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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...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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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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