Insider Stocks · For members
An entry from my investing journal, for members.
Shopee is grabbing market share in Brazil. Amazon is expanding fulfillment. MELI responded by cutting free shipping thresholds. Part 3 examines the competitive threats, the reinvestment decision, and what the business is worth at 26x forward earnings.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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