SteveWatson
2021-11-29

MercadoLibre MELI model:

                long-term the business looks interesting and is trading at a 2019 valuation today on EV/Sales and EV/Gross Profit. GMV growth was sustained through 3Q21. Put in your own assumptions & tell me what you think!

SE OZON MELI AMZN$Sea Ltd(SE)$ $Sea Ltd(SE)$Sea Ltd(SE)$Sea Ltd(SE)

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