Caramba. COVID-19 and the Oil price war has laid waste to global financial markets. The US dollar reigns supreme and your generic financial pundit and professional would heap scorn upon the foolhardy chap that would dare look outside the current flight-to-safety trade that consumes all money flows and mind share.
We’re going to ignore them and look at Grupo Televisa (“TV”, or the “Company”) because it has lost half of its market value YTD in dollar terms, and, frankly, it's interesting at these prices.
TV is a well capitalized, Mexican Entertainment and Broadband/Cable interest. The