@Will_Schryver Why do you think you've seen more interest in w&d companies? Quality seems worse on paper than HVAC but maybe in-line with roofing? Both better than home remodelers.
@WaterworldCapi1 Se is a shitco relative to meli. Se is getting pinched in taiwan by cpng and massively deceld in Brazil. Mgmt is also c+ vs cpng and meli.
@gordocap18 I think the market is not appreciating the amount of folks planning on moving to Vantage in the near term…think material share loss is a q4’26/q1’27 possibility. Once that’s the narrative = 20x eps
@evrgn11112231 Maybe not alpha but I materially have shortened the time it takes to do the other BS parts that come with working at an institutional fund
@DrewCohenMoney Argentina profitability high mainly because there are no main competitors in ecom + have underinvested in logistics as a result. They’re now starting to invest there + ramping credit cards which hurts profitability upfront
@DrewCohenMoney I think Brazil e-commerce standalone is barely profitable but helped by a fast growing ads business. Credit card is unprofitable but the very large personal/smb loan book is extremely profitable. Acquiring biz/payments also very profitable.
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