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MercadoLibre keeps delivering consistently good earnings. It is pulling the right levers to increase profitability. Read more on my view on MELI stock. ....
PayPal has a long history of consistent double-digit growth across all metrics. However, we don't feel there is sufficient margin of safety in PYPL stock relative to required RoR. ....
PAGS has a strong history of profitable growth, yet, has fallen ~75% from its peak in August 2021, yet trades at just 18 times 2021 earnings. Click to read more. ....