TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode 859, and in our last episode, Sean, I pitched McDonald's to you, which is one of the best known brands in the world, but it is also currently in a historic drawdown, despite the business still doing quite well. Today's company is far less known globally, although I would say that investors All of the world know it quite well. And most people.

Probably know it as the South American Amazon. And we already know from your original episode that there is some truth to that, but They also differ in some pretty important aspects. They do, but I like it as much, maybe even a bit more than Amazon. It's not as safe of a bet, but the payout might be even better and Speaking of which, today we want to take another look at what happened to MercadoLibre, that's the company we'll discuss.

Since we last pitch it and since we also added it to the portfolio and we just want to see How the thesis has been playing out. And we just increased the weighting of Mercado Libre in our intrinsic value portfolio from five to seven percent. And we did then one of our Recent live stream portfolio reviews.

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