I just added substantially to my $MELI position. Now #2 with 7.5%, right after $TDOC.

I'm really enjoying $MELI at 10 PS, around historical average.
post media
Eric Pelnik's avatar
Love the $MELI position. My only exposure to LATAM is really through $SE.
Stonkmetal's avatar
Both great companies. Will be interesting to see if $SE can scale their eCommerce into profitability in the future and how they'll manage with logistics.

Author

Related

Already have an account? Log in