Mexico

Magic Markets #210: Tariff Tantrum

2025-02-05T20:31:46+02:00

Given the widespread impact on the companies that we follow, it's hard to ignore the geopolitical fires that are raging around Trump and the countries that he has been targeting. Canada, Mexico and now South Africa - is anyone safe? Of course, these issues are nuanced and the relative negotiating power of each country becomes relevant. In this show, we talk about the response of Canada (where Moe has a front-row seat) and Mexico, as well as Ghost's concerns around how this is all coming at a bad time, with South Africa's economic recovery still in its infancy.

Magic Markets #210: Tariff Tantrum2025-02-05T20:31:46+02:00

Recap: MercadoLibre

2023-11-29T22:06:56+02:00

We first covered MercadoLibre in March 2023. We talked about Alibaba meeting Amazon in Latin America. Mostly, we were just highly impressed with the cohesive ecosystem that the company has built. We were also big fans of the commitment to profitability, something that many tech companies could learn something from. With Argentina in the headlines and renewed focus on the broader LatAm region, how has the business performed this year?

Recap: MercadoLibre2023-11-29T22:06:56+02:00
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