MercadoLibre

also referred to as: mercado libre

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 11, 2024 by Brian Christensen · said 12 times in 7 episodes since 2020 · across every show →

Mentions by year

brought up most by Sanjay Ayer (4), Brian Christensen (3), Taimur Hyat (1), Jeff Hausenbold (1), Florian Bartunek (1), Fabrice Grinda (1), Daniel Graña (1)

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Everything said about MercadoLibre, oldest first

Jan 11, 2024 positive
Assertion Not checkable as stated
MercadoLibre's fintech business now drives nearly half of its total valuation
“When we first invested in MercadoLibre well over a decade ago, there was no fintech business. That was the adjacency that they were able to leverage that relationship that they had with both buyers and sellers. And now the fintech business and the digital wall…”
Brian Christensen Jan 11, 2024 ▶ 22:14 Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Feb 5, 2024 bullish
Disclosure
WCM owns MercadoLibre for its candor and external competitive awareness
“We own a company called Mercado Libre, which you probably know is like the Amazon slash PayPal in Latin America. And what we always loved about them was the level of candor they had about mistakes they made. And the level of external awareness.”
Sanjay Ayer Feb 5, 2024 ▶ 45:35 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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