MercadoLibre: Positive Q2 Results But Valuation Upside Is Now Limited
Net Revenues reached $1.7 bln (102.6% YoY) on an FX neutral basis; Gross profit was $753 mln (44.3% margin), and the Income from operations was...
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Why Emerging Marketplaces MercadoLibre, Ozon, And Sea Limited Will Continue Creating Value Long Term
We are extremely positive on MercadoLibre and Ozon. Sea Limited is also one of our top stocks even though we think valuation is stretched. Growth...
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Ozon Holdings: A Gem Of The Russian E-Commerce Industry
Ozon Holdings is an e-commerce platform operating in Russia that offers the broadest multi-category product selections. The company is scaling up...
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