What is the fair value of MercadoLibre?
Thanks a lot for this write up Wolf - excellent as always!
I am analyzing now Sea ltd. Could be a good idea for a ✍️ 🆙
Great analysis with margin of safety! Pulled the trigger last Friday for a 3% position!
Thanks a lot for this write up Wolf - excellent as always!
I am analyzing now Sea ltd. Could be a good idea for a ✍️ 🆙
Great analysis with margin of safety! Pulled the trigger last Friday for a 3% position!