MELI - Why Emerging Marketplaces MercadoLibre Ozon And Sea Limited Will Continue Creating Value Long Term
- We are extremely positive on MercadoLibre and Ozon.
- Sea Limited is also one of our top stocks even though we think valuation is stretched.
- Growth in 2020 has been fueled by the pandemic, although the process was already in place.
- Top online marketplaces globally accounted for $2.67 trillion in 2020, of which Taobao, Tmall, and Amazon represented 2/3.
- Emerging marketplaces are disrupting traditional commerce platforms and posing new challenges to the banking sector and the global supply chain.
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Why Emerging Marketplaces MercadoLibre, Ozon, And Sea Limited Will Continue Creating Value Long Term