New post: I started a new series of posts called Large Cap Spotlight, which will highlight one large cap company I think is attractive from a business quality perspective, and occasionally from a valuation perspective. No long writeups or deep dives, but I'll highlight a specific business, share any insights I think I have, try to answer any questions that came up during my research, and talk a little bit about valuation. This month's writeup: Mercado Libre $MELI https://t.co/dugOyUKREO
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