Sramana

MercadoLibre: Rules of the Game

Otto,

I cover about a hundred stocks, and since I came to know about them, it has become one that I cover, so pretty much every quarter, you will see me covering them, like I do the rest.

I wrote the Forbes piece because my Forbes editor requested that story. Because a good success story from Latin America is a rare thing.

Also, I said, clearly, that their stock price is more realistic in the $30-$40 range, not $80.

Finally, take a look at Cadence, a client of mine with whom I have had about 20 times the billing of MELI. I recommended that people not only NOT invest in the company, that they not invest in EDA, a segment that I think has serious structural problems.

You see, I write (with depth and insight) about what I know about. And the reason I know about things is because I do consulting.

I have no agenda vis a vis MercadoLibre or any other company, and if you read through my volume of contributions over the last year on SA, you'll see, that they offer considerably more depth than your unreasonable personal attacks withour appropriate research.

Sincerely,
Sramana