A Breakdown of a Long-term Winner
I linked to your post and another one about MELI that the "Invest in Quality" Substack had just done for my links post for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-18-2024
Appreciate you linking my work! Thanks for the aggregation.
Great work man. The Connected Growth section is really well done. There’s fly wheels and then there’s MELI.
Thanks man! Definitely took an inspiration from a ton of your writeups but that Connected Growth section was definitely the part I was most excited to write about and was the most unique to this writeup.
I linked to your post and another one about MELI that the "Invest in Quality" Substack had just done for my links post for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-18-2024
Appreciate you linking my work! Thanks for the aggregation.
Great work man. The Connected Growth section is really well done. There’s fly wheels and then there’s MELI.
Thanks man! Definitely took an inspiration from a ton of your writeups but that Connected Growth section was definitely the part I was most excited to write about and was the most unique to this writeup.