Javier

[Javier @valuemx]

@mind_the_bear Take a look at Cadu. Incredibly cheap asset backed company. Long term ROE not as promising though.

[Javier @valuemx]

@mind_the_bear I have also struggled to understand them. They should have healthy margins given prices(not the case). The size of company vs brand recognition doesnt match. I beleive a good luxury operator could do a lot with the brand. Although cant invest on speculation.

[Javier @valuemx]

@branco4242 Some good old due diligence. Cue out of the door at lunch time

[Javier @valuemx]

@LeoLilja Great, for some reason expected some Exor in there.

[Javier @valuemx]

@IggyOnInvesting Prologis, focused on industrial real estate. Traxion, trucking co.
Although, none of the obvious benefitters from nearshoring seem cheap to me.

[Javier @valuemx]

@ideahive Mexican property developer Cadu, P/B 0.2, P/E 2.8.

Struggled with debt in Covid, market priced it for bankruptcy. The company survived and is again healthy, but the market forgot to correct the price accordingly.

[Javier @valuemx]

@heartof_thesea Irakli Gilauri - Georgia Capital

[Javier @valuemx]

@alluvialcapital Are we talking Cadu

[Javier @valuemx]

@Hermit_nihilist De acuerdo, tuve la posición varios años. A las tasas de Cetes actuales el perfil riesgo-retorno me dejo de hacer sentido.

[Javier @valuemx]

@lonewolvesfrank UK micro-nano cap