Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

Analysis on GARP with strong economic moats

GARP with strong economic moats

Equity Bottom-Up

<ul>
<li>MELI has recently lost around a $24 bln market cap equal to almost 1/3 of its market value before the correction.</li>
<li>We believe market concerns over Shopee expansion in Brazil are overweighed. The logistic network is critical to penetrating the Brazilian and LatAm market.</li>
<li>MELI's strategy of expanding logistic capabilities supported by fintech services has created an incredible moat and a great competitive hedge for the company.</li>
</ul>


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 Shopee expansion in Brazil are overweighed. The logistic network is critical to penetrating the Brazilian and LatAm market.
MELI's strategy of expanding logistic capabilities supported by fintech services has created an incredible moat and a great competitive hedge for the company.


メルカドリブレはバーゲンゾーンに突入。現在の売りは行き過ぎだ

MercadoLibre

メルカドリブレはバーゲンゾーンに突入。現在の売りは行き過ぎだ