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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.
In the 2025 Semiannual Letter, the Compound Interest fund reports a strong net return of 16.3% year-to-date, with the NAV standing at €209.99. Over the past...
— Laurenz Nienaber
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Other investors who've written on MercadoLibre, Inc.
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...
Mercado Libre (MELI) is a classic Survivor & Thriver business but that we rarely see on sale.
MercadoLibre is leveraging a powerful synergy between its core e-commerce platform and its expanding fintech business in Latin America. The business is...