BBB Foods Inc.

in a recommendation service that we have at The Motley Fool right now, what is a company that you say has an excellent economic moat?

moat?One company that is really interesting to me in this discussion is Tiendas Tres Ve or BBB Foods, that is ticker symbol TBBB.

This is a Mexican corner store, and it's really competing with a lot of mom-and-pop corner stores.

What is interesting to me about TBB Foods, or excuse me, BBB Foods, is that over 60% of its sales are private label.

So you start thinking through, "Why does this business work?" Shoppers are looking for cheap prices, and BBB Foods is able to sell a lot of private label brands at a cheaper price to get the sale, uh, as opposed to name brand sales.

The reason it can do this is because it has scale now because of all the stores that it has and all the purchase volume it has, and it works directly with some sup- suppliers to get good pricing.

So it's kind of a, uh, economy of scale kind of a business.

If you are a mom-and-pop corner store, you can't compete with that kind of a pricing.

So like one that I've talked about, I think before, is probably the top of my watchlist.

My top radar stock is, uh, BB, BBB Foods, right? Ticker TBBB.

I don't know why, but, like, I've known about that stock for a long time.

You've been talking about it for a while.

I'm gonna-- It's one I have on my list of things when I have some time to, like, actually dig into.

So I don't know.

Those are three, uh, BBB Foods, GE Vernova, and TransDigm that for different reasons, for different catalysts are, have just been interesting to me, and I, I would say they're on my watchlist.

What about you? What have you been thinking about, and, and why have you not actually added them?

I would argue that not being true.

Well, Jason's stock picks result in bad decision making.

So...

Bond discussion may result in

And one of the things that he's talked about, the first time he came on last year when he was on the book tour before the book was published, is he talked about how some of these stocks had fallen massively and then gone back up.

And then in the Rule Breaker service, he re-recommended them.

Or as one of his Team David, Team Rule Breaker's picks and stock advisor, he re-recommended them after they had gone up and generally after they'd recovered their losses.

And David's position on this has largely been from the conversations that I've had with him, not speaking for him, but my interpretation of what he said is that it's evidence to him that that these businesses have demonstrated powerful businesses with powerful competitive advantages when their stocks recover from those losses and then end up moving higher.

I have to highlight it as it's tooting my own horn.

BBB Foods, the Mexican low-priced grocery store chain.

I highlighted it.

We did that two, three weeks ago, maybe two weeks ago.

Three Bs, as in boy.

BBB Foods broke out today, discount stores.

ZIM, Z-I-M, broke out today.

It's a shipping company.