5 Best Stocks to Buy According to Billionaire Rob Citrone

4. América Móvil, S.A.B. de C.V. (NYSE:AMX)

Discovery Capital Management’s Stake: $88 Million

América Móvil, S.A.B. de C.V. (NYSE:AMX) has consistently featured in the 13F portfolio of Discovery Capital Management since the second quarter of 2023. Back then, this position comprised only 236,000 shares. This was increased to almost 5.3 million shares by the second quarter of 2025. However, since then, the stake has been trimmed. In the third quarter of 2025, it was trimmed by nearly 12% and in the fourth quarter of 2025 it was decreased by nearly 9%. At the end of last year, the fund owned 4.3 million shares in the firm.

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América Móvil, S.A.B. de C.V. (NYSE:AMX) has long been a staple in emerging market portfolios, but latest updates suggest that the smart money is currently buying based on a dramatic improvement in financial efficiency and 5G dominance. The most significant driver for hedge fund interest in the stock this quarter was the company’s Q4 2025 earnings release, which defied conservative estimates. América Móvil reported that its net profit quadrupled year-over-year in the final quarter of 2025. Free cash flow surged by approximately 40%, reaching MXN 82 billion. Hedge funds often prioritize cash cows in volatile macro environments, and AMX’s ability to generate this level of liquidity is a major quality signal. Hedge funds are betting on the company’s successful shift from lower-margin prepaid users to high-value contract customers. The company added 2.5 million wireless subscribers in late 2025, with a notable concentration in the postpaid segment.