COCSF News and Press, Coca-Cola FEMSA SAB de CV From 03/02/25

2025-03-02 10:00:00 ET Summary Worries about stunted growth in FEMSA's OXXO convenience store chain were eased, as the Q4 report indicated a rebound. While Mexican stocks are not popular right now due to U.S. trade tariff concerns, FEMSA should have minimal direct exposure to any ...

2025-02-12 22:15:29 ET Summary Tweedy Browne’s 13F portfolio value decreased from $2.10B to $1.48B, with the number of holdings steady at 43; Berkshire Hathaway remains the largest position. The top five positions—Berkshire Hathaway, CNH Industrial, Johnson & Joh...

2025-02-10 11:20:00 ET Summary Global equities saw modest gains in Q2, driven by AI enthusiasm and better inflation news, with U.S. tech stocks leading the charge. Tweedy, Browne Funds had flat returns but outperformed benchmarks, with strong gains from communication services, hea...

2025-02-10 01:00:00 ET Summary The bull market in global equities continued strongly in Q4, driven by US mega-cap tech stocks, resulting in high double-digit returns for the S&P 500. Tweedy Funds underperformed in aggressive "risk-on" markets, with three out of four funds trai...

2025-01-17 21:57:36 ET Summary Coca-Cola FEMSA offers a rare buying opportunity with its dominant market position in Latin America and attractive valuation, trading at a significant discount. The company has shown consistent revenue and earnings growth, despite currency headwinds,...