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Alberto Vadia

Alberto Vadia

Principal and co-founder of Fruit Tree Capital, a private investment fund in Arlington, VA focused on long-term publicly traded businesses.

Sep 7, 2026

Yet Another Value Podcast

Yet Another Value Podcast

$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital

Sep 7 · 49m

Andrew Walker
Andrew WalkerHOST
5:09
What is TBBB and why are they so interesting?
Alberto Vadia
Alberto VadiaGUEST
5:13
Yeah, it is good, cheap and better, but in Spanish, it's like an alliteration.
Alberto Vadia
Alberto VadiaGUEST
5:16
So it sounds, it actually sounds nice.
Alberto Vadia
Alberto VadiaGUEST
5:20
Um, so Tina says Bay is, I consider it the most affordable way to buy groceries in Mexico.
Alberto Vadia
Alberto VadiaGUEST
5:28
You know, they do it really simply by they copy the Aldi model.
Alberto Vadia
Alberto VadiaGUEST
5:33
Uh, instead of selling you 30,000 products, they sell you a thousand and they're able to buy them in bulk.
Alberto Vadia
Alberto VadiaGUEST
5:40
get a better price there, and also move them a lot faster than the other grocers.

14 MINS LATER

Andrew Walker
Andrew WalkerHOST
19:17
So I guess my question to you, haven't we missed it?

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