“Walmart Mexico: First Eagle asks "Is It Better Than Walmart US?"”
Walmart US is overvalued at 40x earnings and faces growth limits due to maturity and lack of new store openings.
I'm sure you all know Walmart, probably one of the most And so, I'm sure everyone knows uh Walmart, one of the most like formidable American business.
Sam Walton biography Made in America is one of my favorite business book. I'm sure you've all read it. Um And Walmart has been an amazing business in America, you know, everyday low price.
Um I think that resonates obviously with all the consumers. Uh they've done incredibly incredibly well building, you know, like density across the US, sharing that scale with um their customers and offering obviously um you know, cheap item that resonates with uh with customers. And it's been an amazing investment over time.