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Sydnee Gatewood
Sydnee Gatewood
Articles (2488) 

Tweedy Browne Comments on Coca-Cola FEMSA

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February 04, 2020 | About:
We established a position in Coca-Cola FEMSA (NYSE:KOF), the Mexican based Coca-Cola bottler, for our unhedged Global Value Fund II. This stock has been held in our hedged Global Value Fund for years, at a varying degree, depending on the price to value relationship. As you may recall, Coca-Cola FEMSA is the worlds largest Coca-Cola bottler by volume. Distribution is in emerging market countries such as Mexico, Brazil, Colombia, Argentina, and Venezuela. The company has a strong financial record, and by our estimates has compounded its intrinsic value at approximately 10% per annum including its dividend. At purchase, the stock (an American Depository Receipt, or ADR) was trading at just over 70% of our conservative estimate of its underlying intrinsic value.

From Tweedy Browne (Trades, Portfolio)'s fourth-quarter 2019 commentary.

About the author:

Sydnee Gatewood
I am the editorial director at GuruFocus. I have a BA in journalism and a MA in mass communications from Texas Tech University. I have lived in Texas most of my life, but also have roots in New Mexico and Colorado. Follow me on Twitter! @gurusydneerg

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