Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair
Table of contents = the ‘What’! Executed in a succinct manner with the aim of a high density of ideas, because great research respects the reader’s...
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CX Daily: Shenzhen Gorged on Skyscrapers, Now It Faces a Commercial Property Glut
TOP STORY In Depth: Shenzhen Gorged on Skyscrapers, Now It Faces a Commercial Property Glut Scores of glass-and-steel skyscrapers tower over...
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Weekly Stock Bullfinder - Week of 5/15
One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic...
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MercadoLibre Q4: Sustainable Alpha For The Long Term
Q4 net revenues: $2.1 bln (60.5% YoY and 73.9% YoY on an FX neutral basis). Growth was led by the Fintech division (+70% YoY). Gross profit came...
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MercadoLibre Is Entering The Bargain Zone. The Current Sell-Off Went Too Far
MELI has recently lost around a $24 bln market cap equal to almost 1/3 of its market value before the correction. We believe market concerns over...
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