This Bill Gates Stock Just Hit a New 52-Week High and 1 Signal Says There’s More Room to Run
The article argues that Microsoft-backed investor Bill Gates’ long-held Femsa stake (FMX) has more upside after FMX hit a new 52-week high of $141.47, its 38th in the past 12 months. The bullish thesis centers on a holding-company discount: Femsa’s market value appears low relative to the worth of its 47.2% stake in Coca-Cola Femsa (KOF) plus its convenience store, gas station, and drugstore businesses. The piece notes FMX is up 26.4% in 2026 and 38.5% over the past year, while KOF has historically outperformed but FMX has recently started to catch up. The article cites strong Q2 2026 revenue and argues that the non-KOF businesses may be undervalued, especially OXXO Mexico. Overall, it frames FMX as a long-term buy with room for further re-rating if investors narrow the conglomerate discount.