Phaetrix (@phaetrix): "Everyone wants to talk about “LatAm e-commerce.” That’s not the risk.The risk is fintech + credit getting big enough that one sloppy quarter changes the whole story.This breakdown shows what to watch before the Feb 24 print."

The app for independent voices

Everyone wants to talk about “LatAm e-commerce.” That’s not the risk.The risk is fintech + credit getting big enough that one sloppy quarter changes the whole story.This breakdown shows what to watch before the Feb 24 print.

Phaetrix Investing

MercadoLibre (MELI): The flywheel is real. The only question is whether credit stays clean.

Feb 10

2:38 PM

The app for independent voices

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