Insights/Track Record

Track Record

Our analytical record.

Fair value estimates from prior published reports, shown for transparency. Not investment recommendations. Current prices update automatically on every page load.

Fair value estimates are shown here when a revised report supersedes a prior version. The current report's conclusions remain available to readers of that report. Prices as of publication are recorded at time of writing and cannot be retroactively changed. This page is our analytical record.

Equity Research

Published theses.

Current prices update on page load · Prices as of

CompanyReportPublishedPrice at PublicationFair Value EstimateCurrent PriceReturn to DateThesis Status
AlseaBMV: ALSEA*Equity Researchv2August 2026MXN 41.20At time of writing
🔒In the report
Loading...Thesis Intact
GAPBBMV: GAPBEquity Researchv2August 2026MXN 358.98At time of writing
🔒In the report
Loading...Thesis Intact
GenteraBMV: GENTERA*Equity Researchv1May 2026MXN 45.65At time of writingMXN 62.0435.9% implied at pub Loading...Thesis Intact
GrumaBMV: GRUMABEquity Researchv2August 2026MXN 252.00At time of writing
🔒In the report
Loading...Thesis Intact
WALMEXBMV: WALMEX*Equity Researchv1Jun 2026MXN 52.17At time of writing
🔒In the report
Loads on publishPending Publish
BMVBMV: BOLSA AEquity Researchv1Jun 2026MXN 37.79At time of writing
🔒In the report
Loads on publishPending Publish
PINFRABMV: PINFRA*Equity Researchv1Jun 2026MXN 281.26At time of writing
🔒In the report
Loads on publishPending Publish
NemakBMV: NEMAKAEquity Researchv2August 2026MXN 2.79At time of writing
🔒In the report
Loading...Thesis Intact

Current prices are sourced from Yahoo Finance and refresh on every page load. Quotes carry the exchange’s standard delay (typically around 15 minutes for BMV). Price checkpoints at 6 and 12 months from publication will appear here as they become available. Fair value estimates are disclosed when a revised report supersedes the prior version.