Letters by company

Fomento Economico Mexicano

1 letter discussing FMX. Everything written about it on this site is on its ticker page.

Broyhill Asset Management First Quarter 2024 Fiserv benefited from accelerating Clover volume, operating leverage, sustained buybacks and prospective bolt-on acquisitions. Broyhill built Avantor as it expected a recovery from post-acquisition leverage and weak demand, exited Fomento Económico Mexicano after its Oxxo valuation discount closed, and initiated Warner Music Group on the pricing power of music labels. First Quarter 2024 AVTR $11BFIS $18BFISV $25B