Zane - MercadoLibre are one of the best managed businesses around. They are ultra consistent in smashing it every quarter whilst operating in one of the hardest places to do business.
We are looking at a LatAm-wide digital banking and finance fintech star in the making.
The board often debates the durability of hyper growth looking for the next $1bn or reaching $10bn in x many years out. These guys are still in hyper growth whilst at a $10bn run rate and ADDING $5bn in revenues a year, with every likelihood of accelerating their growth rate within a year as triple digit growing Fintech over takes double digit growing Commerce.
MercadoLibre is hiding in plain sight.
Ant