MercadoLibre Q4: Sustainable Alpha For The Long Term
Q4 net revenues: $2.1 bln (60.5% YoY and 73.9% YoY on an FX neutral basis). Growth was led by the Fintech division (+70% YoY). Gross profit came...
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The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sea Ltd (SE US) - Leaning Towards Profitability and Sustainability
The risk for Sea Ltd looks to be squarely on the upside with valuations now looking attractive, trading at a discount to MercadoLibre (MELI US)...
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Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
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Breaking Growth Short Candidates: Quanterix, Insulet, Inari Med, MercadoLibre
Breaking Growth stocks combine declining fundamentals with multiple compression. This week we flag: Quanterix, Insulet, Inari Med, MercadoLibre
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