Mexico

5 statements across 1 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Jun 26, 2024 by Luis Sánchez · said 39 times in 13 episodes since 2023 · across every show →

Mentions by year

brought up most by Luis Sánchez (12), Josh Muccio (5), Ariel Puga (4), Luisa Castellanos (2), Elizabeth Yin (2), Daniel Melendez (2), Al Lagunas (2), Orion Brown (1)

tap a year for its mentions
00134258202320242025episodesmentions
048202320242025episodes it came up in
002.5458202320242025episodesmentions per episode
2025 14 mentions in 7 episodes 2 per episode
2024 24 mentions in 5 episodes 5 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Mexico, oldest first

Jun 26, 2024 positive
Assertion Supported
Sánchez: Mandatory Mexican e-invoicing makes unpaid factoring a criminal fraud
“We track every single invoice on real-time due to the electronic invoicing being mandatory in Mexico, so we know the status of every invoice on real-time. So if they get paid by their customer and they don't pay us, that's considered fraud. So that's a crimina…”
Luis Sánchez Jun 26, 2024 ▶ 9:47 "70% of Mexican SMBs Fail Due to Cash Flow: Can FinTech in Latin America Save Them?"
Jun 26, 2024 bullish
Assertion Supported
Sánchez: CredFeed needs only 5,000 of Mexico's 770,000 manufacturers for $100M ARR
“Today there are 770,000 manufacturing companies just in Mexico. We only need 5000 to get to a hundred million dollars in annual recurring revenue to be a billion dollar company with the average revenue that we're generating today with our current users.”
Luis Sánchez Jun 26, 2024 ▶ 31:18 "70% of Mexican SMBs Fail Due to Cash Flow: Can FinTech in Latin America Save Them?"
Jun 26, 2024 bearish
Opinion
Yin: Factoring for Mexican manufacturing alone is not a billion-dollar business
“Factoring and manufacturing in Mexico, like, that's, I don't think that's a billion dollar business. He has to add on all these other pieces to make it a billion dollar business.”
Elizabeth Yin Jun 26, 2024 ▶ 22:20 "70% of Mexican SMBs Fail Due to Cash Flow: Can FinTech in Latin America Save Them?"
Jun 26, 2024 positive
Assertion Not checkable as stated
Sánchez: CredFeed's default write-off rate is 0.5% vs. 12% industry average
“Default, like, write-offs that we have done, it's 0.5% today. The industries, it's 12% in Mexico.”
Luis Sánchez Jun 26, 2024 ▶ 5:15 "70% of Mexican SMBs Fail Due to Cash Flow: Can FinTech in Latin America Save Them?"
Jun 26, 2024
Assertion Supported
Sánchez: Mexico's B2B financing gap stands at $164 billion
“The financing gap in Mexico in the B to B market, it's one hundred and sixty four billion dollars.”
Luis Sánchez Jun 26, 2024 ▶ 29:01 "70% of Mexican SMBs Fail Due to Cash Flow: Can FinTech in Latin America Save Them?"
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