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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
This is well illustrated by one of your long-standing holdings, MercadoLibre. They announced results...
— Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert Wilson
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Other investors who've written on MercadoLibre, Inc.
MercadoLibre, Inc. ($MELI), initiated at a 0.2% position weight, operates the dominant e-commerce marketplace, logistics infrastructure, and digital financial ecosystem across Latin America. The manager entered...
MercadoLibre ($MELI) operates the leading e-commerce marketplace and second-largest digital financial services ecosystem across Latin America, primarily serving Brazil, Mexico, and Argentina. Eagle Capital holds...
MercadoLibre operates the leading e-commerce marketplace, digital payments network, and shipping infrastructure ecosystem across Latin America. The manager initiated...
More institutional theses from Baillie Gifford -International Growth
The manager remains highly optimistic about WiseTech despite recent governance issues that have caused share price weakness. While some colleagues...
ASML's recent stock weakness is viewed as cyclical noise inherent to the volatile semiconductor sector rather than a fundamental issue. The manager maintains...
Genmab has disappointed due to its key multiple myeloma product nearing its patent expiration by the end of the decade. Consequently, the manager...