Ian Bezek on X
@kiwicarrotcake @valuedrift I own $KOF, $HERDEZ and $ALSEA so not really looking for more of this kind of exposure. But the company is fine.
NYSE
KOF
2 stories
$199B Market cap · 2026-10-21
@kiwicarrotcake @valuedrift I own $KOF, $HERDEZ and $ALSEA so not really looking for more of this kind of exposure. But the company is fine.
@CDInewsletter Nice piece. Absolutely agree on owning ones with strong brands/balance sheets like $HSY over the optically cheaper ones that are dividend cut risks. Also quite remarkable how well $KOF has done, as you mentioned, versus the U.S./Canada peers.
Companies the stories above are also about, besides KOF.