Why's that? Cost advantage because of Mexican operations? PPC seems to have the same thing going on.
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Replying to @Molson_Hart
Looking at it again, PPC seems similarly strong. I studied it a long time and couldn't figure out why some perform better even though it seems like a commodity.
$IBA has an absurdly good balance sheet.1 reply 0 retweets 0 likes -
Replying to @orrdavid
I'm too chicken to invest in anything Mexican haha. Out of my area of competence.
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Replying to @Molson_Hart
$BRK is a good bet, I've considered buying it many times. It just never seems relatively quite cheap enough to other stuff I see. But it's a heck of a lot safer.1 reply 0 retweets 1 like -
Replying to @Molson_Hart
I like Google and monster. Monster is still pretty expensive. Google will feel more pain than most realize if the shut down lasts longer than a month or two.
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Replying to @Molson_Hart
Ad prices will collapse hard worldwide if people can't do business or work.
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Replying to @Molson_Hart
I think chicken is about as safe as it gets. But yeah, most things. Which is why I don't think we'll shut down the economy no matter what.
1 reply 0 retweets 1 like
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