Amazon & Mercado Libre Earnings Reviews
The full Amazon review is in section 2 of this article and is for paid readers. Upgrade below to read.
Read MoreGet a taste of the research and insight Stock Market Nerd consistently offers.
Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
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It talks you through the thinking. He includes his thought process and what he's thinking and doing. I feel like I have an analyst on staff.
He has a good track record backed up by analysis.
He lets you know his logic flow. He’s with you all the way. It’s a personal element. You feel like you know him.
SMN is more detailed and balanced. It’s informal but not too informal.
The full Amazon review is in section 2 of this article and is for paid readers. Upgrade below to read.
Read Morea. Updated Performance vs. the S&P 500 Performance since inception:
Read MoreI will post a complete earnings review on Mercado Libre tomorrow. It will cover the shareholder letter, presentation, conference call,
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