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MELIBULLISHCore thesis · 5/5

MercadoLibre's growth-for-profitability trade-off

The bull case argued for MercadoLibre: aggressive investment in user perks and credit is driving phenomenal 50% revenue growth and habit formation, sacrificing near-term earnings for long-term platform dominance.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE