The Acquirers Podcast 对 $WALMEX 的判断变化

2026-09-18看涨
《Walmart Mexico: First Eagle asks "Is It Better Than Walmart US?"》
尽管业务模式相同、在墨西哥具备长期增长潜力,仍更倾向于持有 WALMEX 而非 WMT,因其估值更低(15倍 对 40倍)。

有意思的是,如果你越过边境去墨西哥,你基本上可以买到 Walmart Mexico,它由 Walmart 拥有和控制,由 Walmart 的人经营,完全相同的商业模式,相同的专业能力,相同的技术诀窍,但处于年轻得多的阶段,前面大概还有数年、甚至数十年的增长。

Um interestingly, if you cross the border and you go to Mexico, you can basically buy Walmart Mexico, which is owned and controlled by Walmart, run by the Walmart people, exactly the same business model, uh the same expertise, the same know-how, but at a much like younger stage and probably like years, if not decades, of like growth ahead of it.