COCSF News and Press, Coca-Cola FEMSA SAB de CV From 03/24/23

2023-03-24 14:56:33 ET Summary Coca-Cola FEMSA, S.A.B. de C.V. has consistently maintained the strongest margin profile among its peers, usually landing between 13-15% per year. While the revenue growth and margin profile were both surprisingly strong, one big area of weakness for...

Summary Broyhill Asset Management is a boutique investment firm guided by a disciplined value orientation. We operate outside of the fray and invest with a rational, objective, long-term perspective. For the full year ending December 31, 2022, the Broyhill Equity Portfolio gained 1.3% n...

Summary Tweedy, Browne’s 13F portfolio value decreased from $2.27B to $1.88B this quarter. They increased Ionis Pharmaceuticals while reducing most of the other stakes. Berkshire Hathaway at ~20% of the portfolio is the largest position. This article is part of a se...

Summary Tweedy, Browne’s 13F portfolio value decreased from $2.45B to $2.27B this quarter. They increased Concentrix Corp while decreasing Fox Corporation and Comcast. Berkshire Hathaway at ~18% of the portfolio is the largest position. This article is part of a ser...

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...