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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.
MELI was my largest position by a considerable margin until very recently. After ASML's remarkable...
— Wolf of Harcourt Street
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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 The Wolf of Harcourt Street
Amazon.com, Inc. ($AMZN) is a global technology and commerce giant spanning e-commerce marketplace distribution, logistics operations, and cloud computing infrastructure, representing 9.9% of the fund. The manager took...
Sea Limited ($SE) is a Southeast Asian consumer internet platform operating e-commerce marketplace Shopee, digital financial services provider SeaMoney, and gaming developer Garena, representing 6.1% of fund assets. The manager positions...
Nu Holdings Ltd. ($NU) operates Nubank, the dominant digital banking and financial services platform across Latin America, currently representing 7.2% of the fund's investment portfolio. The manager maintains...