Deep Dives

Cultiba – Analysis of Q2 2024 Results

A look at Cultiba's and Grupo Gepp's Q2 2024 results.

Sep 9, 2024 •

Ferrucho Doddoli Lankenau

Consorcio Ara – Analysis and Valuation 2.0

At first glance Consocio Ara looks incredibly cheap, in this analysis I revisit the company to determine if it is really a great opportunity, or a value…

Jul 29, 2024 •

Ferrucho Doddoli Lankenau

Cultiba – Analysis of FY 2023 and Q1 2024 Results

A look at Cultiba's and Grupo Gepp's FY 2023 and Q1 2024 results.

May 15, 2024 •

Ferrucho Doddoli Lankenau

Cementos Moctezuma – Analysis and Valuation

A deep dive on the Mexican cement industry and one of the most profitable cement companies in the world.

Apr 21, 2024 •

Ferrucho Doddoli Lankenau

Megacable – Analysis and Valuation

A deep dive on a Mexican telecom company.

Feb 1, 2024 •

Ferrucho Doddoli Lankenau

Cultiba – Analysis and Valuation

Analysis and valuation of one of the owners of Grupo Gepp, the exclusive bottler of Pepsi Co in Mexico.

Nov 20, 2023 •

Ferrucho Doddoli Lankenau

Consorcio Ara – Analysis and Valuation

A deep dive on a Mexican homebuilder selling significantly below its liquidation value.

Oct 15, 2023 •

Ferrucho Doddoli Lankenau

Rotoplas – Analysis and Valuation

A deep dive into the monopoly we all see.

Jul 26, 2023 •

Ferrucho Doddoli Lankenau

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