I have made $MELI my biggest position at the end of last year (it was around 35% back then). Even though the stock is slightly down now I am just so relaxed with this company, which is a really good sign in terms of conviction imo. I even consider to buy more, it’s just such an exceptional company.
Good stuff as always! MELI is such a classic case of follow the long term fundamentals and ignore the short term noise. Execution on point and future looks as bright as ever. Happy shareholder as mgmt locked in on winning the long game.
Always a pleasure reading your reflections. Much appreciated. After many years looking on the sideline at Meli, I have finally initiated a position earlier this month and will continue to accumulate my position next week
Good stuff
🤝
I have made $MELI my biggest position at the end of last year (it was around 35% back then). Even though the stock is slightly down now I am just so relaxed with this company, which is a really good sign in terms of conviction imo. I even consider to buy more, it’s just such an exceptional company.
Good stuff as always! MELI is such a classic case of follow the long term fundamentals and ignore the short term noise. Execution on point and future looks as bright as ever. Happy shareholder as mgmt locked in on winning the long game.
Always a pleasure reading your reflections. Much appreciated. After many years looking on the sideline at Meli, I have finally initiated a position earlier this month and will continue to accumulate my position next week
My pleasure. Welcome to the club. I think MELI is very attractive here, downside appears low.