The MercadoLibre Paradox
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Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
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Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
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We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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Are Treasuries Still Safe?
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Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
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Other Signs of the Apocalypse
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No one likes an alarmist know-it-all (except maybe the folks riding Michael Burry’s coattails through the 2008 financial collapse… but even a lot of those folks thought he had lost his mind). I know...
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The Alphabet Soup of Profitability
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Profitability sounds simple: add up what comes in, subtract what goes out, and you know where you stand. But anyone who has ever prepped their business for sale (or kicked the tires on a potential...
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