Walmart is referenced as an example of a company that provided substantial long-term returns for early investors.
Source Post
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Sep 7, 2026
The podcast discusses Tiendas 3B (TBBB), a Mexican discount retailer, comparing its model to Aldi. The core questions revolve around the company's ability to scale from 3500 to 15000 stores and whether the current high valuation is justified given its rapid growth potential. The guest, Alberto Padilla from Fruit Tree Capital, provides insights into the company's strategy and valuation.
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