“Michael Burry’s Final Warning: 'The Next Big Short' Has Begun”
MELI is a strong long-term hold; FCF-based valuation suggests significant upside from current levels.
Its largest centers today are Lululemon, Molina Healthcare, and Mercado Libre. Boring. There is no story. Guys, the only tweets and the only stories about Lululemon say that this company is finished. They're all bad stories.
The second stock, " Mercado Libre," makes up 12% of Perry's portfolio. This company is essentially the " Amazon" of Latin America. I bought it from "Mercado Libre", and it is very convenient and easy.
We have properties in Mexico, and when I am there, if I want to order anything, it arrives very easily .