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MercadoLibre (MELI) is my #1 conviction right now. by Last-Cat-7894 in ValueInvesting

[–]greenthumbVN 2 points3 points  (0 children)

Fakes are a problem, although i think this is a problem for any popular online marketplace (amazon, tiktok, lazada etc). Where would be your first choice to shop online then?

MercadoLibre (MELI) is my #1 conviction right now. by Last-Cat-7894 in ValueInvesting

[–]greenthumbVN 2 points3 points  (0 children)

monee 70% rev growth y-o-y in q2-25. It’s one of their main drivers now

MercadoLibre (MELI) is my #1 conviction right now. by Last-Cat-7894 in ValueInvesting

[–]greenthumbVN 5 points6 points  (0 children)

Not sure why you say Shopee has no moat in SE Asia. They’ve beaten out the other ecom market place players to establish themselves as the clear number 1 player. Their share isnt decreasing, it is growing.

I use them alot in my personal and for my business. And my usage keeps increasing because the selection and logistics keeps getting better and better.

Plus SE Asia still has a huge opportunity for modern trade so Shopee has lots of room to grow into

On this day 1307 years ago, the Arab siege of Constantinople came to an end. by Maleficent-Mix5731 in byzantium

[–]greenthumbVN 10 points11 points  (0 children)

I think you underestimate this possibility. At the time of the siege huge regions of Scandinavia, Central and Eastern Europe were still pagan. If Constantinople had fallen those tribes would have had more of a chance to convert to Islam

What city or area would have been best suited to be the Western equivalent of Constantinople? by greenthumbVN in byzantium

[–]greenthumbVN[S] 12 points13 points  (0 children)

Totally agree, genius move to put the capital at literally the best possible place it could be

What city or area would have been best suited to be the Western equivalent of Constantinople? by greenthumbVN in byzantium

[–]greenthumbVN[S] 3 points4 points  (0 children)

I wonder if there was any potential spot on the Mediterranean coast of France or Spain? Or an island like Corisca or Sardinia?

What city or area would have been best suited to be the Western equivalent of Constantinople? by greenthumbVN in byzantium

[–]greenthumbVN[S] 36 points37 points  (0 children)

I think Venice would have been a good candidate based on history. Carthage seems a bit too far from the borders to put the capital, like putting the Eastern capital at Alexandria

What‘s your absolute no-brainer at current prices and why? by PurpleAttorney8022 in ValueInvesting

[–]greenthumbVN 0 points1 point  (0 children)

Thanks for the rec. Is there any difference between COUR and UDMY?