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.
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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.



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