Thanks Wolf. Always appreciate your insights. I admire your mission to reduce your portfolio down in size. Would love to get in on MELI and will be watching the response to earnings closely.
Thanks for the feedback, Teddy. MELI is probably my highest-conviction holding at the moment. While it’s already my largest position, I’d like to make it even bigger.
Thanks Wolf. Always appreciate your insights. I admire your mission to reduce your portfolio down in size. Would love to get in on MELI and will be watching the response to earnings closely.
Thanks for the feedback, Teddy. MELI is probably my highest-conviction holding at the moment. While it’s already my largest position, I’d like to make it even bigger.