KOF - Coca-Cola Femsa: A Great Brand At A Great Price
2024-05-13 06:54:02 ET
Summary
- Management has been able to consistently increase ROE by improving margins and being more efficient with their assets.
- Going forward, they are staying within their circle of competence to repeat the formula that worked in the past.
- Low growth expectations and margin expansion thanks to its AI platform can increase its expected value.
- Just by taking on more debt, the company can unlock more value for its shareholders.
Warren Buffett once famously said, "When you find a truly wonderful business, stick with it. Patience pays, and one wonderful business can offset the many mediocre decisions that are inevitable."...
Coca-Cola Femsa: A Great Brand At A Great Price