Qualche giorno fa parlavo di $MELI (MercadoLibre Inc) come idea interessante ma complessa.
Oggi il titolo è sotto pressione (-5,9% nell’ultima settimana) e il mercato non sta regalando nulla.
Ed è esattamente questo il punto.
📉 Volatilità alta
📊 Valutazioni non banali
🌎 Area geografica con rischi evidenti
Ho comunque iniziato con un’esposizione contenuta, proprio perché questo tipo di titolo va affrontato con tempo e margine, non con convinzioni assolute.
Vediamo se il business sarà più forte del rumore di mercato.... Show More Translate
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