9 Comments
May 7, 2023Liked by ExponentialDave

Nice post, XD! However I think MercadoLibre is much more of a LONG term opportunity,particularly after the huge price appreciation in the last 4 months. JMHO (Disclosure: 7 time buyer. Holding shares since 2012)

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exponential dave...was curious you mentioned you have been in tech for a while. Are you a software engineer or what exactly do you do full time in addition to your portfolio management? tnx

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"or more bullish opinions, Saul's Investing Discussions has a nice thread as well."

Which is the thread?

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Thank you. What do you expect of MELI in the next couple of years? It is not cheap anymore. Time to load is over imho. I missed the opportunity when it was in the 600s & 700s (silly me too scared..) But maybe I am missing something - likely actually:)

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