MELI
📈 Mercado Libre is a significant position in the speaker’s portfolio due to a high degree of confidence in its competitive future in Latin American e-commerce and fintech.
📊 The company’s numbers and growth demonstrate its quality as a good business.
🤔 The decision to invest significantly reflects both the company’s strong fundamentals and the investor’s personal understanding and confidence.
@invertirdesdecasa:
“Let’s agree that I have said it publicly and I say it perhaps for the umpteenth time, you know, tag Marcos Galperin, I think that one day he will be on IDC, Marcos Galperin, so we can interview him, not about Mercado Libre, but about everything he can teach. He is a great businessman who has taken many calculated risks in his life, and that is investing in a company or in an investment in a stock, but Mercado Libre is an important position in my portfolio. Why? Because I have, or I believe I have, at least a high degree of confidence regarding the competitive future of Mercado Libre in e-commerce and fintech in Latin America. And of course, I have made my valuation calculations, but besides being a good company, as its numbers say, its growth says, the cold numbers say, there is another side, another value judgment that the investor makes, or the investor makes, which is this: what degree of confidence do I have, thinking humbly? And if the answer is no, you don’t invest. It doesn’t mean it’s a bad company, it doesn’t mean you have to throw the company you just saw in the trash, or that all the investors of that company are destined to lose. Without going any further, in the example of Vista, since it was analyzed on IDC, I think it has grown, I don’t know if almost a hundred, well, now it has fallen, just I don’t know, these days, 30%, but it had grown 100%, and in no video did I say, ‘Well, now magically it has become a good company, before it was a terrible company and that’s why it goes up, and flying saucers have come and made the candle start to rise, and the double channel, and those things that for me have no sense.’ Of course, I say it with humor, but for me, it has no sense.”
Watch the exact part of the YouTube video where the stock is discussed here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on Mercado Libre (MELI) at the following link. MELI stock.
