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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.
MercadoLibre is Latin America's leading e-commerce and fintech platform, connecting buyers and sellers through an integrated ecosystem of marketplace, logistics, advertising, payments, lending, and financial services. The company benefits...
— Tony Coniaris
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Other investors who've written on MercadoLibre, Inc.
MercadoLibre ($MELI) operates the leading e-commerce marketplace and second-largest digital financial services ecosystem across Latin America, primarily serving Brazil, Mexico, and Argentina. Eagle Capital holds...
MercadoLibre operates the leading e-commerce marketplace, digital payments network, and shipping infrastructure ecosystem across Latin America. The manager initiated...
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...
More institutional theses from Oakmark International Fund
SAP SE ($SAP), which constitutes 3.0% of the portfolio, is a global enterprise software leader providing mission-critical enterprise resource planning (ERP), supply chain, and data management solutions. The manager holds...
DSV A/S ($DSV.CO), representing 2.8% of fund assets, is a global transport and logistics provider operating air, sea, road, and contract logistics networks. The manager maintains...
Brambles Limited ($BXB.AX), newly purchased at a 1.4% portfolio weight, operates the world's leading pallet and container pooling platform under the CHEP brand, leasing reusable standardized wooden pallets to fast-moving consumer goods supply chains. The manager established...