Mercado Libre articles
Mercado Libre = Amazon E-Commerce + Paypal (Deep Dive Act I)
·
Identifying an e-commerce company that meets my portfolio’s criteria for high-growth, sustainable competitive advantages, and asymmetric returns is challenging. In major markets, competition is intense, with no single player guaranteed to dominate long-term due to deep-pocketed rivals and aggressive pricing strategies.
Mercado Libre = Amazon E-commerce + Paypal (Deep Dive Act II)
·
MELI+, Mercado Libre’s paid loyalty program, launched in 2020, mirrors Amazon Prime in its design to boost user engagement and drive incremental growth within its ecosystem.