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Found 16 results in 3ms
Found 16 results in 3ms
Dec 5, 2025
Mercado Libre: FMCG Economics & Competition
Former Head of Marketplace at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 1, 2025
Mercado Libre: Logistics Network Automation & Operating Leverage
Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 27, 2025
Coupang: Comparison of Operations to Amazon
Former Executive at Coupang
Partner Interview
Coupang IncAmazonSeaMercadoLibreAllegroJD.com, Inc.AlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesNov 11, 2025
Mercado Libre: Mexico’s Fulfillment Buildout
Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 11, 2025
Mercado Libre: Mercado Pago Buildout & Nubank Competition
Former Executive at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapRevolutNuConsumer DiscretionaryFinancialsSep 16, 2025
Nubank: Mexico & Brazil Comparison
Former Credit Director at Nubank
Partner Interview
Nu•BR•Large CapMercadoLibreCapital One FinancialFinancialsConsumer DiscretionarySep 10, 2025
Nubank: Mexico Market & Growth Drivers
Former Director at Nubank
Partner Interview
Nu•BR•Large CapCapital One FinancialMercadoLibreBanco Bilbao Vizcaya ArgentariaFinancialsConsumer DiscretionarySep 1, 2025
Nubank: Mercado Pago Competition
Former Executive at Mercado Libre
Partner Interview
Nu•BR•Large CapMercadoLibreRevolutFinancialsConsumer DiscretionaryAug 28, 2025
Nubank: Banking Economics
Former Director at Nubank
Partner Interview
Nu•BR•Large CapMercadoLibreCapital One FinancialFinancialsConsumer DiscretionaryJun 25, 2025
Nubank: High-Income Product Strategy
Former Executive at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialNuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
Weekly update
Jun 24, 2025
Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins
ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Jun 23, 2025
Nubank: Culture & NPV Discipline
Former Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialNuMercadoLibreCapital One FinancialFinancialsConsumer DiscretionaryJun 23, 2025
Sea Limited: The Shopee Brazil Playbook
Former Country Manager at Shopee
Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaSeaShopeeMercadoLibreAmazonTemuMagazine LuizaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation TechnologyMay 13, 2025
Nubank: Data-Driven Underwriting
Former Credit Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialNuMercadoLibreCapital One FinancialFinancialsConsumer DiscretionaryApr 14, 2025
Nubank: Mexico Credit Strategy
Former Director at Nubank
Partner Interview
Nu•BR•Large CapMercadoLibreCapital City Bank GroupCapital One FinancialFinancialsConsumer DiscretionaryApr 25, 2019
Mercadona and Discount Food Retail
Current CEO of Future Retail and former CEO of Dinosol Supermercados
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