COCSF News and Press, Coca-Cola FEMSA SAB de CV From 11/15/22

Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore fu...

The following slide deck was published by Coca-Cola FEMSA, S.A.B. de C.V. in conjunction with their 2022 Q3 earnings call. For further details see: Coca-Cola FEMSA, S.A.B. de C.V. 2022 Q3 - Results - Earnings Call Presentation

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2022 Earnings Conference Call October 25, 2022 10:00 a.m. ET Company Representatives John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Investor Relations Director C...

Summary Tweedy, Browne’s 13F portfolio value decreased from $3.10B to $2.45B this quarter. They added FedEx Corp., American Express, and Paramount Global while decreasing AutoZone and dropping 3M. Alphabet at ~18% of the portfolio is the largest position. This...

One way to ward off too much uncertainty during this challenging time is to add room to the portfolio for defensive stocks like Keurig Dr. Pepper Inc. The company offers goods that consumers will continue to buy even during a pandemic-related crisis or stagflation. The company has...

While the Tweedy, Browne Funds were not immune to the challenges during the quarter, they, for the most part, held up much better than their benchmark international and global indices. It is impossible, of course, to know whether markets have hit bottom, but if the past is prologue co...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2022 Earnings Conference Call July 26, 2022 10:00 AM ET Company Participants Jorge Collazo - Head-Investor Relations Constantino Spas - Chief Financial Officer Conference Call Participants Fernando Oliveira - Bank ...

Tweedy, Browne’s 13F portfolio value decreased from $3.15B to $3.10B this quarter. They added Ionis Pharma and Thor Industries and increased Intel while decreasing AutoZone, Cisco Systems, and Carlisle Companies. Alphabet at ~19% of the portfolio is the largest position. ...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2022 Earnings Conference Call April 29, 2022, 09:00 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alan Alanis - Sant...

At his 1989 Berkshire Hathaway annual meeting, Buffett discussed four traits that make a business a superior investment target relative to the general herd of businesses. We combine these with another trait he highlighted in his 1992 shareholder letter to complete our ideal investment...