Heavy Moat Investments (@heavymoatinvestments): "I'd be content with 10% mature NIMAL even. If they can even remotely resemble the growth pathway Amazon had around it's size (2010), then they have over a decade of 20% revenue compounding. Keep in mind that they are accelerating to 49% for a few quarters now. In my opinion w…"

Make money doing the work you believe in

I'd be content with 10% mature NIMAL even. If they can even remotely resemble the growth pathway Amazon had around it's size (2010), then they have over a decade of 20% revenue compounding. Keep in mind that they are accelerating to 49% for a few quarters now.

In my opinion we'd need incredible declaration in growth to make this not work out over a long time frame. Margins will take care of itself, as long as they'll self fund their growth. LONG in size.

GabGrowth

$MELI

I have not shared my thoughts on the business for several months now. Despite the stock falling ~40% in the past year, I have not added in a while.

This was largely because I thought the business would struggle under increased competitive pressure from $SE in Brazil. I think that has proven to be directionally right, at least in term…

May 13

4:42 PM

Make money doing the work you believe in

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