Make money doing the work you believe in
Three e-commerce giants. Three completely different stories right now.
Amazon just printed a record 13.1% operating margin and AWS is growing at its fastest rate in 15 quarters.
Alibaba is trading at 10x EV/EBITDA with $59B in cash on the balance sheet.
MercadoLibre is down 24% from its highs while investing $10.9B in Brazil alone this year.
Same industry. Completely different entry points, risk profiles, and time horizons.
May 2
at
6:28 PM