Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
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This is business breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from. and we are here to bring them to you.
To find more episodes of Breakdowns, Check out joincolosses.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell, and today we are breaking down the Latam e-commerce giant Mercado Libre. My guest is Daniel Wu of Bristle Moon Capital.
And when Bristle Moon wrote a deep dive on Mercato Libre. It caught my attention. I was introduced to Meli about fifteen years ago when it was still the eBay of Latam and Similar to a place that you revisit after a long time away. Meli looks a lot different than those early days. Just
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