Kate💎 (@Iwanowitsch) na getquin

2Mês·

I struggled because the spread is extremely high. But in the end I decided to buy $WALMEX* (+3,04%) 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 (+0,96%) I may have bought it too, but that's another story 😜

10.10

Comprado em € 2,79

20 Comentários

2Mês

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

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2Mês

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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2Mês

Did you buy $MELI?

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2Mês

...why is the spread at $WALMEX* particularly high?

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2Mês

Hope they sell guns and drugs in Mexican Walmarts

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2Mês

Take a look at the retail
$DOL at.
The margins are nice.

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2Mês

How do you see the competition and the investigations by the antitrust authorities?

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2Mês

You wanted to reduce your portfolio, didn't you?

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