Beaver Capital's avatar
$3.6m follower assets
Strong Q1’22 from $MELI
An impressive Q1 from MercadoLibre imo. High conviction long-term stock for me and very impressed with management.
I added to my $MELI position at $910 and it is now my top holding in the growth portfolio. I wouldn’t be opposed to adding more if it keeps falling.
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Joey Hirendernath's avatar
It's been a really strong quarter for $MELI. What did you find most impressive about management ?
Beaver Capital's avatar
@joeyhirendernath I have always been a huge fan of Galperin. Both Marcos and Pedro are very articulate, strategic, and honest which I particularly like to see/hear.

They also have one of the best approval ratings from employees!

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