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There are multiple ways to gain exposure to one of the world's great brands. KO gives you direct ownership of The Coca-Cola Company, while KOF gives you a stake in its largest bottler. KO has a stronger track record, more diversification, and a better credit rating, but KOF offers...
Tweedy Browne’s 13F portfolio value increased from $2.51B to $2.58B this quarter. The largest five individual stock positions are Berkshire Hathaway, Alphabet, Johnson & Johnson, Cisco Systems, and Baidu, and they account for ~55% of the portfolio. Tweedy Browne increas...
Original post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne’s 13F portfolio on a quarterly basis. It is based on Tweedy Browne’s regulatory 13F Form filed on 08/11/2020. Please visit our Tracking Tweedy Browne Portfolio series to ge...
Value investing giant Tweedy, Browne called soaring global markets "the rise of a phoenix" in its second quarterly letter. More news on: CK Hutchison Holdings Limited, Coca-Cola FEMSA, S.A.B. de C.V. KOF UBL Units, Jardine Matheson Holdings Limited, Notable Calls Read more ...
Original post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2020 Earnings Conference Call July 23, 2020 10:00 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head of Investor Relations Matias Molina - Head of Strateg...
This article is part of a series that provides an ongoing analysis of the changes made to Tweedy, Browne's 13F portfolio on a quarterly basis. It is based on Tweedy, Browne's regulatory 13F Form filed on 05/13/2020. Please visit our Tracking Tweedy, Browne Portfolio series to get an idea o...
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2020 Earnings Conference Call April 29, 2020, 09:00 AM ET Company Participants John Santa Maria - CEO Constantino Spas - CFO Conference Call Participants Ben Theurer - Barclays Lucas Ferreira - JPMorgan Carlos Laboy - HSBC Miguel...
This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne's 13F portfolio on a quarterly basis. It is based on Tweedy Browne's regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Tweedy Browne Portfolio series to get an idea of t...
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