Loading investment pitches...
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.
Demonstrated strong scale across Latin America, supported by high-margin recovery in Argentina. The consolidation/rebranding of...
— Cassandra A. Hardman
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on MercadoLibre, Inc.
MercadoLibre, Inc. ($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 ($MELI) operates the leading e-commerce marketplace and second-largest digital financial services ecosystem across Latin America, primarily serving Brazil, Mexico, and Argentina. Eagle Capital holds...
MercadoLibre operates the leading e-commerce marketplace, digital payments network, and shipping infrastructure ecosystem across Latin America. The manager initiated...
More institutional theses from Hardman Johnston Global Equity
Infineon Technologies AG ($IFX.DE), which accounts for 2.7% of the portfolio, is a German semiconductor manufacturer specializing in power systems and automotive microelectronics. The manager maintains...
T) represents 4.1% of the fund's portfolio and operates as a diversified global industrial conglomerate with core franchises in energy transmission, power grids, and digital infrastructure. The manager is...
Shares of ASML, the sole supplier of EUV lithography equipment, benefited from market recognition of the need to expand leading edge semiconductor manufacturing capacity to meet the unprecedented buil