它如今最大的持仓是 Lululemon、Molina Healthcare 和 Mercado Libre。很无聊。没有什么故事。各位，关于 Lululemon 仅有的推文和仅有的故事都在说这家公司已经完了。全都是坏故事。
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.
第二只股票，Mercado Libre，占 Perry 投资组合的 12%。这家公司本质上就是拉丁美洲的 Amazon。我从 Mercado Libre 上买东西，非常方便、简单。
我们在墨西哥有房产，我在那里的时候，想订什么东西，都很容易送到。
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 .