MELI
🚀 MercadoLibre is considered an important position in the speaker’s portfolio due to a high degree of confidence in its competitive future in e-commerce and fintech in Latin America.
💡 Marcos Galperin, CEO of MercadoLibre, is recognized as a great businessman who has taken many calculated risks.
✅ Besides being a good company, as indicated by its numbers and growth, there is a value judgment about the degree of security in its future.
@invertirdesdecasa:
“Because let’s agree, 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 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 certainty regarding the competitive future of Mercado Libre 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, as its growth says, as 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 certainty 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.”
Watch the exact part of the YouTube video where MercadoLibre is discussed here:
View the video on YouTube.
Read more articles analyzing MercadoLibre (MELI) at the provided link. MELI stock.
