MELI
📈 MercadoLibre 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.
📊 Besides being a good company with strong numbers and growth, the speaker’s personal understanding and confidence play a crucial role.
✅ The speaker believes Marcos Galperin, MercadoLibre’s CEO, is a great entrepreneur who has taken many calculated risks.
@invertirdesdecasa:
“I’ve said it publicly, and I’m saying it perhaps for the umpteenth time, you know, tag Marcos Galperin, I think someday he will be on IDC, Marcos Galperin, so we can interview him, not about MercadoLibre, but about everything he can teach, he is a great entrepreneur who has taken many calculated risks in his life, and that is investing in a company or in an investment, in a stock. But MercadoLibre is a significant position in my portfolio. Why? Because I have, or I believe I have, at least, a high degree of security regarding the competitive future of MercadoLibre in e-commerce and fintech in Latin America. And of course, I have done 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 security 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, destined to lose.”
@invertirdesdecasa. Watch the exact part of the YouTube video where the stock is discussed:
View the video on YouTube.
Read more articles analyzing MercadoLibre (MELI) at the provided link. MELI stock.
