BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-09-09

On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics: (00:00) Introduction (02:12) History and origins of Tiendas 3B (06:18) What does a typical store look like? (11:41) Market environment in Mexico versus developed countries (16:27) Store opportunity and growth potential in Mexico (21:58) Margins, scale, and cash flow analysis (26:19) Competitive landscape and market share (31:26) Valuation and future growth assumptions (45:06) Robotics <...