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Mexico Industrials: Bird's-Eye View

Mexico Industrials: Bird's-Eye View

Oligopolies, compounders, and Burry plays among 20+ industrials.

Oct 20, 2024
∙ Paid
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Quipus Capital
Quipus Capital
Mexico Industrials: Bird's-Eye View
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Detroit Industry Murals - South Wall (detail) - Diego Rivera

Mexico is a manufacturing power in ascent and a potential partner in the US manufacturing renaissance. A few months ago, I wrote an Intro t…

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