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[@CayucosCapital](/creator/twitter/CayucosCapital)
"My latest write up is on Femsa a Mexican consumer giant. Link in the below tweet. $FMX $FEMSAUBD"  
[X Link](https://x.com/CayucosCapital/status/1965457457855275291) [@CayucosCapital](/creator/x/CayucosCapital) 2025-09-09T16:49Z XXX followers, 4985 engagements


"Was a real pleasure to appear on Yet Another Value Podcast to discuss the transformation at Jardine Matheson $JMHLY. @AndrewRangeley thanks for having me on"  
[X Link](https://x.com/CayucosCapital/status/1976086260331720750) [@CayucosCapital](/creator/x/CayucosCapital) 2025-10-09T00:44Z XXX followers, XXX engagements


"Heres my original article"  
[X Link](https://x.com/CayucosCapital/status/1976087234265956462) [@CayucosCapital](/creator/x/CayucosCapital) 2025-10-09T00:48Z XXX followers, XXX engagements


"How fortunate that the great state of California is fueled by rainbows and unicorns not oil & gas $soc"  
[X Link](https://x.com/CayucosCapital/status/1978479217366208787) [@CayucosCapital](/creator/x/CayucosCapital) 2025-10-15T15:12Z XXX followers, 2180 engagements


"The latest chapter in the Jardine Matheson simplification/ value realization story. $JMHLY"  
[X Link](https://x.com/CayucosCapital/status/1979202662227914962) [@CayucosCapital](/creator/x/CayucosCapital) 2025-10-17T15:07Z XXX followers, XXX engagements